Mariner Independent Advisor Network’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Mariner Independent Advisor Network’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
2018 Q1	–	Sell	-13,113	Closed	-$778K	–	329
2017 Q4	$778K	Sell	13,113 -11,135	-46%	-$642K	0.08%	206
2017 Q3	$1.33M	Sell	24,248 -341	-1%	-$17.9K	0.22%	84
2017 Q2	$1.28M	Buy	24,589 +19,215	+358%	+$983K	0.18%	122
2017 Q1	$444K	Sell	5,374 -12,611	-70%	-$643K	0.05%	167
2016 Q4	$891K	Buy	17,985 +19	+0.1%	+$892	0.14%	106
2016 Q3	$771K	Buy	+17,966	New	+$746K	0.11%	122
2015 Q4	–	Sell	-10,318	Closed	-$502K	–	91
2015 Q3	$502K	Buy	+10,318	New	+$558K	0.19%	98

Other funds holding DXJ

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

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

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

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mariner Independent Advisor Network's DXJ Position: Q1 2018 in Review

Mariner Independent Advisor Network sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2018, closing a stake of 13,113 shares — an estimated $778K sold.

Mariner Independent Advisor Network first reported a position in DXJ in Q3 2015 and held it in 7 quarters. The position peaked at $1.33M in Q3 2017. 329 funds tracked by Wall St. Rank hold DXJ as of Q1 2018.

Mariner Independent Advisor Network reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2018 after selling out during the quarter.
Mariner Independent Advisor Network sold 13,113 WisdomTree Japan Hedged Equity Fund shares in Q1 2018, an estimated $778K.
Mariner Independent Advisor Network first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2015 and held it in 7 quarters.
Mariner Independent Advisor Network's WisdomTree Japan Hedged Equity Fund position peaked at $1.33M in Q3 2017.
329 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2018.

Based on Mariner Independent Advisor Network's 13F filing for Q1 2018, filed 8 May 2018.