Gupta Wealth Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Gupta Wealth Management’s Portfolio DXJ Stock Details DXJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$157K	Sell	3,585 -3,347	-48%	-$148K	0.04%	274
2015 Q4	$347K	Buy	6,932 +1,447	+26%	+$77K	0.09%	172
2015 Q3	$267K	Sell	5,485 -513	-9%	-$27.7K	0.07%	208
2015 Q2	$343K	Buy	5,998 +813	+16%	+$47.1K	0.08%	186
2015 Q1	$286K	Buy	+5,185	New	+$270K	0.08%	180

Other funds holding DXJ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Investure LLC Charlottesville, Virginia $1.6B AUM 22.38% 1-Year Est. Return

Gupta Wealth Management's DXJ Position: Q1 2016 in Review

Gupta Wealth Management reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 48% in Q1 2016, selling an estimated $148K and leaving 3,585 shares worth $157K. The position accounts for 0.04% of the portfolio, ranked #274.

Gupta Wealth Management first reported a position in DXJ in Q1 2015 and has held it in 5 quarters since. The position peaked at $347K in Q4 2015. 300 funds tracked by Wall St. Rank hold DXJ as of Q1 2016.

Gupta Wealth Management held 3,585 shares of WisdomTree Japan Hedged Equity Fund worth $157K as of Q1 2016.
Gupta Wealth Management sold 3,347 WisdomTree Japan Hedged Equity Fund shares in Q1 2016, an estimated $148K.
WisdomTree Japan Hedged Equity Fund made up 0.04% of Gupta Wealth Management's portfolio in Q1 2016, its #274 holding.
Gupta Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's WisdomTree Japan Hedged Equity Fund position peaked at $347K in Q4 2015.
300 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.