MYCIO Wealth Partners’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

MYCIO Wealth Partners’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
2016 Q4	–	Sell	-500	Closed	-$21K	–	330
2016 Q3	$21K	Hold	500	–	–	﹤0.01%	469
2016 Q2	$19K	Hold	500	–	–	﹤0.01%	467
2016 Q1	$22K	Hold	500	–	–	﹤0.01%	423
2015 Q4	$25K	Sell	500 -115	-19%	-$6.12K	﹤0.01%	387
2015 Q3	$30K	Sell	615 -232	-27%	-$12.5K	0.01%	364
2015 Q2	$48K	Sell	847 -202	-19%	-$11.7K	0.01%	298
2015 Q1	$58K	Buy	1,049 +549	+110%	+$28.6K	0.01%	267
2014 Q4	$25K	Sell	500 -92,208	-99%	-$4.81M	0.01%	364
2014 Q3	$4.85M	Hold	92,708	–	–	1.14%	9
2014 Q2	$4.58M	Hold	92,708	–	–	1.04%	12
2014 Q1	$4.39M	Sell	92,708 -92,207	-50%	-$4.39M	1.07%	12
2013 Q4	$9.4M	Hold	184,915	–	–	2.34%	6
2013 Q3	$8.86M	Hold	184,915	–	–	2.41%	6
2013 Q2	$8.43M	Buy	+184,915	New	+$8.64M	2.33%	7

Other funds holding DXJ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

Investure LLC Charlottesville, Virginia $1.6B AUM 22.38% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MYCIO Wealth Partners's DXJ Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2016, closing a stake of 500 shares — an estimated $21K sold.

MYCIO Wealth Partners first reported a position in DXJ in Q2 2013 and held it in 14 quarters. The position peaked at $9.4M in Q4 2013. 331 funds tracked by Wall St. Rank hold DXJ as of Q4 2016.

MYCIO Wealth Partners reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2016 after selling out during the quarter.
MYCIO Wealth Partners sold 500 WisdomTree Japan Hedged Equity Fund shares in Q4 2016, an estimated $21K.
MYCIO Wealth Partners first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2013 and held it in 14 quarters.
MYCIO Wealth Partners's WisdomTree Japan Hedged Equity Fund position peaked at $9.4M in Q4 2013.
331 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.