Independent Portfolio Consultants’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Independent Portfolio Consultants’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
2017 Q2	–	Sell	-6,630	Closed	-$336K	–	798
2017 Q1	$336K	Sell	6,630 -2,390	-26%	-$122K	0.12%	261
2016 Q4	$447K	Sell	9,020 -4,006	-31%	-$188K	0.15%	226
2016 Q3	$559K	Sell	13,026 -1,150	-8%	-$47.8K	0.18%	213
2016 Q2	$550K	Sell	14,176 -895	-6%	-$37.8K	0.17%	202
2016 Q1	$659K	Sell	15,071 -20,915	-58%	-$923K	0.18%	166
2015 Q4	$1.8M	Sell	35,986 -2,677	-7%	-$142K	0.53%	45
2015 Q3	$1.88M	Sell	38,663 -40,486	-51%	-$2.19M	0.41%	80
2015 Q2	$4.53M	Buy	79,149 +12,736	+19%	+$738K	0.91%	7
2015 Q1	$3.66M	Buy	66,413 +20,657	+45%	+$1.08M	0.75%	17
2014 Q4	$2.25M	Buy	45,756 +7,476	+20%	+$390K	0.45%	67
2014 Q3	$2M	Buy	38,280 +440	+1%	+$22.2K	0.54%	30
2014 Q2	$1.87M	Sell	37,840 -14,970	-28%	-$709K	0.52%	35
2014 Q1	$2.5M	Buy	+52,810	New	+$2.52M	0.79%	9

Other funds holding DXJ

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

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

ERSOT

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

Independent Portfolio Consultants's DXJ Position: Q2 2017 in Review

Independent Portfolio Consultants sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2017, closing a stake of 6,630 shares — an estimated $336K sold.

Independent Portfolio Consultants first reported a position in DXJ in Q1 2014 and held it in 13 quarters. The position peaked at $4.53M in Q2 2015. 307 funds tracked by Wall St. Rank hold DXJ as of Q2 2017.

Independent Portfolio Consultants reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2017 after selling out during the quarter.
Independent Portfolio Consultants sold 6,630 WisdomTree Japan Hedged Equity Fund shares in Q2 2017, an estimated $336K.
Independent Portfolio Consultants first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2014 and held it in 13 quarters.
Independent Portfolio Consultants's WisdomTree Japan Hedged Equity Fund position peaked at $4.53M in Q2 2015.
307 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.