Marcuard Family Office’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Marcuard Family Office’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 Q3	$523K	Hold	10,000	–	–	1.12%	17
2014 Q2	$494K	Hold	10,000	–	–	1.12%	16
2014 Q1	$473K	Hold	10,000	–	–	1.14%	17
2013 Q4	$508K	Hold	10,000	–	–	1.09%	23
2013 Q3	$479K	Hold	10,000	–	–	0.91%	29
2013 Q2	$456K	Buy	+10,000	New	+$467K	0.73%	28

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Marcuard Family Office's DXJ Position: Q3 2014 in Review

Marcuard Family Office held its WisdomTree Japan Hedged Equity Fund (DXJ) position steady in Q3 2014 at 10,000 shares worth $523K. The position accounts for 1.12% of the portfolio, ranked #17.

Marcuard Family Office first reported a position in DXJ in Q2 2013 and has held it in 6 quarters since. 288 funds tracked by Wall St. Rank hold DXJ as of Q3 2014.

Marcuard Family Office held 10,000 shares of WisdomTree Japan Hedged Equity Fund worth $523K as of Q3 2014.
Marcuard Family Office left its WisdomTree Japan Hedged Equity Fund share count unchanged in Q3 2014.
WisdomTree Japan Hedged Equity Fund made up 1.12% of Marcuard Family Office's portfolio in Q3 2014, its #17 holding.
Marcuard Family Office first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2013 and has held it in 6 quarters since.
288 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2014.

Based on Marcuard Family Office's 13F filing for Q3 2014, filed 16 Oct 2014.