Klingman & Associates’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Klingman & Associates’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 Q3	–	Sell	-4,914	Closed	-$64K	–	373
2016 Q2	$64K	Hold	4,914	–	–	0.02%	174
2016 Q1	$72K	Hold	4,914	–	–	0.03%	165
2015 Q4	$82K	Hold	4,914	–	–	0.03%	178
2015 Q3	$79K	Hold	4,914	–	–	0.03%	178
2015 Q2	$94K	Hold	4,914	–	–	0.04%	139
2015 Q1	$90K	Hold	4,914	–	–	0.04%	135
2014 Q4	$80K	Buy	+4,914	New	+$85.5K	0.03%	143

Other funds holding DXJ

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

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

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

Investure LLC Charlottesville, Virginia $1.6B AUM 22.38% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

ERSOT

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

Klingman & Associates's DXJ Position: Q3 2016 in Review

Klingman & Associates sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2016, closing a stake of 4,914 shares — an estimated $64K sold.

Klingman & Associates first reported a position in DXJ in Q4 2014 and held it in 7 quarters. The position peaked at $94K in Q2 2015. 274 funds tracked by Wall St. Rank hold DXJ as of Q3 2016.

Klingman & Associates reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2016 after selling out during the quarter.
Klingman & Associates sold 4,914 WisdomTree Japan Hedged Equity Fund shares in Q3 2016, an estimated $64K.
Klingman & Associates first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2014 and held it in 7 quarters.
Klingman & Associates's WisdomTree Japan Hedged Equity Fund position peaked at $94K in Q2 2015.
274 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2016.

Based on Klingman & Associates's 13F filing for Q3 2016, filed 19 Oct 2016.