KMS Financial Services’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

KMS Financial 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
2014 Q2	–	Sell	-7,216	Closed	-$342K	–	553
2014 Q1	$342K	Buy	7,216 +152	+2%	+$7.24K	0.05%	342
2013 Q4	$360K	Buy	+7,064	New	+$343K	0.06%	333

Other funds holding DXJ

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

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

WIM

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

PVH

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

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

KMS Financial Services's DXJ Position: Q2 2014 in Review

KMS Financial Services sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2014, closing a stake of 7,216 shares — an estimated $342K sold.

KMS Financial Services first reported a position in DXJ in Q4 2013 and held it in 2 quarters. The position peaked at $360K in Q4 2013. 268 funds tracked by Wall St. Rank hold DXJ as of Q2 2014.

KMS Financial Services reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2014 after selling out during the quarter.
KMS Financial Services sold 7,216 WisdomTree Japan Hedged Equity Fund shares in Q2 2014, an estimated $342K.
KMS Financial Services first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2013 and held it in 2 quarters.
KMS Financial Services's WisdomTree Japan Hedged Equity Fund position peaked at $360K in Q4 2013.
268 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2014.

Based on KMS Financial Services's 13F filing for Q2 2014, filed 12 Aug 2014.