Investors Capital Advisory Services’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Investors Capital Advisory Services’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 Q2	$1.23M	Sell	31,789 -279	-0.9%	-$11.8K	0.24%	112
2016 Q1	$1.4M	Buy	32,068 +11,321	+55%	+$500K	0.28%	87
2015 Q4	$1.04M	Buy	+20,747	New	+$1.1M	0.2%	143
2015 Q3	–	Sell	-28,671	Closed	-$1.64M	–	734
2015 Q2	$1.64M	Buy	+28,671	New	+$1.66M	0.3%	73

Other funds holding DXJ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PVH

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

Investors Capital Advisory Services's DXJ Position: Q2 2016 in Review

Investors Capital Advisory Services reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 0.87% in Q2 2016, selling an estimated $11.8K and leaving 31,789 shares worth $1.23M. The position accounts for 0.24% of the portfolio, ranked #112.

Investors Capital Advisory Services first reported a position in DXJ in Q2 2015 and has held it in 4 quarters since. The position peaked at $1.64M in Q2 2015. 282 funds tracked by Wall St. Rank hold DXJ as of Q2 2016.

Investors Capital Advisory Services held 31,789 shares of WisdomTree Japan Hedged Equity Fund worth $1.23M as of Q2 2016.
Investors Capital Advisory Services sold 279 WisdomTree Japan Hedged Equity Fund shares in Q2 2016, an estimated $11.8K.
WisdomTree Japan Hedged Equity Fund made up 0.24% of Investors Capital Advisory Services's portfolio in Q2 2016, its #112 holding.
Investors Capital Advisory Services first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2015 and has held it in 4 quarters since.
Investors Capital Advisory Services's WisdomTree Japan Hedged Equity Fund position peaked at $1.64M in Q2 2015.
282 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.