Karp Capital Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Karp Capital 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
2015 Q4	–	Sell	-3	Closed	–	–	146
2015 Q3	$0	Sell	3 -49,263	-100%	-$888K	﹤0.01%	361
2015 Q2	$939K	Buy	49,266 +32,181	+188%	+$622K	0.63%	49
2015 Q1	$314K	Buy	17,085 +15,885	+1,324%	+$276K	0.21%	80
2014 Q4	$20K	Buy	+1,200	New	+$20.9K	0.01%	240

Other funds holding DXJ

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

Morgan Stanley New York $1.89T AUM 35.08% 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

WIM

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

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

Karp Capital Management's DXJ Position: Q4 2015 in Review

Karp Capital Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2015, closing a stake of 3 shares.

Karp Capital Management first reported a position in DXJ in Q4 2014 and held it in 4 quarters. The position peaked at $939K in Q2 2015. 358 funds tracked by Wall St. Rank hold DXJ as of Q4 2015.

Karp Capital Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2015 after selling out during the quarter.
Karp Capital Management sold 3 WisdomTree Japan Hedged Equity Fund shares in Q4 2015.
Karp Capital Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2014 and held it in 4 quarters.
Karp Capital Management's WisdomTree Japan Hedged Equity Fund position peaked at $939K in Q2 2015.
358 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2015.

Based on Karp Capital Management's 13F filing for Q4 2015, filed 9 Feb 2016.