JNBA Financial Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

JNBA Financial 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 Q4	–	Sell	-1,425,446	Closed	-$61.2M	–	715
2016 Q3	$61.2M	Buy	+1,425,446	New	+$59.2M	8.93%	2
2016 Q2	–	Sell	-1,561	Closed	-$68K	–	519
2016 Q1	$68K	Hold	1,561	–	–	0.02%	169
2015 Q4	$78K	Hold	1,561	–	–	0.03%	160
2015 Q3	$76K	Buy	+1,561	New	+$84.4K	0.03%	153

Other funds holding DXJ

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

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

Goldman Sachs New York $871B AUM 31.28% 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 $1.9T AUM 41.92% 1-Year Est. Return

ERSOT

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

JNBA Financial Advisors's DXJ Position: Q4 2016 in Review

JNBA Financial Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2016, closing a stake of 1,425,446 shares — an estimated $61.2M sold.

JNBA Financial Advisors first reported a position in DXJ in Q3 2015 and held it in 4 quarters. The position peaked at $61.2M in Q3 2016. 330 funds tracked by Wall St. Rank hold DXJ as of Q4 2016.

JNBA Financial Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2016 after selling out during the quarter.
JNBA Financial Advisors sold 1,425,446 WisdomTree Japan Hedged Equity Fund shares in Q4 2016, an estimated $61.2M.
JNBA Financial Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2015 and held it in 4 quarters.
JNBA Financial Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $61.2M in Q3 2016.
330 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.