LPL Financial
DXJF

LPL Financial’s WisdomTree Japan Hedged Financials Fund DXJF Stock Holding History

LPL Financial’s Portfolio DXJF Stock Details DXJF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-12,497
Closed -$293K – 3091
2017
Q1 		$293K Sell
12,497
-201,646
-94% -$4.96M ﹤0.01% 2220
2016
Q4 		$5.23M Buy
+214,143
New +$4.73M 0.04% 391
2015
Q3 		– Sell
-38,038
Closed -$1.13M – 3005
2015
Q2 		$1.13M Buy
+38,038
New +$1.1M 0.01% 1275

Other funds holding DXJF

X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
WSCM
Wellington Shields Capital Management New York $666M AUM 45.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CMANY
Capital Management Associates (New York) New York $60.2M AUM 58.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

LPL Financial's DXJF Position: Q2 2017 in Review

LPL Financial sold out of WisdomTree Japan Hedged Financials Fund (DXJF) in Q2 2017, closing a stake of 12,497 shares — an estimated $293K sold.

LPL Financial first reported a position in DXJF in Q2 2015 and held it in 3 quarters. The position peaked at $5.23M in Q4 2016. 10 funds tracked by Wall St. Rank hold DXJF as of Q2 2017.

  • LPL Financial reported no remaining WisdomTree Japan Hedged Financials Fund position as of Q2 2017 after selling out during the quarter.
  • LPL Financial sold 12,497 WisdomTree Japan Hedged Financials Fund shares in Q2 2017, an estimated $293K.
  • LPL Financial first reported a position in WisdomTree Japan Hedged Financials Fund in Q2 2015 and held it in 3 quarters.
  • LPL Financial's WisdomTree Japan Hedged Financials Fund position peaked at $5.23M in Q4 2016.
  • 10 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Financials Fund as of Q2 2017.

Based on LPL Financial's 13F filing for Q2 2017, filed 14 Aug 2017.