MSI Financial Services’s WisdomTree Japan Hedged Real Estate Fund DXJR Stock Holding History

MSI Financial Services’s Portfolio DXJR Stock Details DXJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$1K	Hold	100	–	–	﹤0.01%	3799
2016 Q3	$2K	Hold	100	–	–	﹤0.01%	3632
2016 Q2	$2K	Sell	100 -124	-55%	-$3.14K	﹤0.01%	3647
2016 Q1	$6K	Sell	224 -1,504	-87%	-$37.5K	﹤0.01%	3125
2015 Q4	$45K	Buy	1,728 +1,686	+4,014%	+$46.5K	﹤0.01%	1789
2015 Q3	$1K	Buy	+42	New	+$1.15K	﹤0.01%	3128

Other funds holding DXJR

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

MSI Financial Services's DXJR Position: Q4 2016 in Review

MSI Financial Services held its WisdomTree Japan Hedged Real Estate Fund (DXJR) position steady in Q4 2016 at 100 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #3799.

MSI Financial Services first reported a position in DXJR in Q3 2015 and has held it in 6 quarters since. The position peaked at $45K in Q4 2015. 15 funds tracked by Wall St. Rank hold DXJR as of Q4 2016.

MSI Financial Services held 100 shares of WisdomTree Japan Hedged Real Estate Fund worth $1K as of Q4 2016.
MSI Financial Services left its WisdomTree Japan Hedged Real Estate Fund share count unchanged in Q4 2016.
WisdomTree Japan Hedged Real Estate Fund made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #3799 holding.
MSI Financial Services first reported a position in WisdomTree Japan Hedged Real Estate Fund in Q3 2015 and has held it in 6 quarters since.
MSI Financial Services's WisdomTree Japan Hedged Real Estate Fund position peaked at $45K in Q4 2015.
15 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Real Estate Fund as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.