JFS Wealth Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

JFS Wealth Advisors’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	–	Sell	-892	Closed	-$39K	–	529
2016 Q1	$39K	Hold	892	–	–	0.01%	259
2015 Q4	$45K	Hold	892	–	–	0.01%	255
2015 Q3	$43K	Hold	892	–	–	0.02%	222
2015 Q2	$51K	Hold	892	–	–	0.03%	180
2015 Q1	$49K	Hold	892	–	–	0.02%	183
2014 Q4	$44K	Hold	892	–	–	0.01%	195
2014 Q3	$47K	Hold	892	–	–	0.01%	184
2014 Q2	$44K	Buy	+892	New	+$42.2K	0.01%	200

Other funds holding DXJ

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

PVH

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Investure LLC Charlottesville, Virginia $1.6B AUM 22.38% 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

JFS Wealth Advisors's DXJ Position: Q2 2016 in Review

JFS Wealth Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2016, closing a stake of 892 shares — an estimated $39K sold.

JFS Wealth Advisors first reported a position in DXJ in Q2 2014 and held it in 8 quarters. The position peaked at $51K in Q2 2015. 283 funds tracked by Wall St. Rank hold DXJ as of Q2 2016.

JFS Wealth Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2016 after selling out during the quarter.
JFS Wealth Advisors sold 892 WisdomTree Japan Hedged Equity Fund shares in Q2 2016, an estimated $39K.
JFS Wealth Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2014 and held it in 8 quarters.
JFS Wealth Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $51K in Q2 2015.
283 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2016.

Based on JFS Wealth Advisors's 13F filing for Q2 2016, filed 25 Jul 2016.