National Planning Corporation’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

National Planning Corporation’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
2017 Q1	–	Sell	-4,064	Closed	-$204K	–	711
2016 Q4	$204K	Buy	+4,064	New	+$191K	0.02%	621
2016 Q1	–	Sell	-13,767	Closed	-$601K	–	671
2015 Q4	$601K	Sell	13,767 -4,083	-23%	-$217K	0.05%	351
2015 Q3	$963K	Buy	17,850 +660	+4%	+$35.7K	0.09%	217
2015 Q2	$990K	Buy	17,190 +651	+4%	+$37.7K	0.09%	220
2015 Q1	$934K	Buy	16,539 +2,087	+14%	+$109K	0.08%	220
2014 Q4	$698K	Buy	14,452 +4,563	+46%	+$238K	0.05%	316
2014 Q3	$506K	Buy	9,889 +1,179	+14%	+$59.4K	0.04%	398
2014 Q2	$430K	Sell	8,710 -119	-1%	-$5.63K	0.03%	451
2014 Q1	$425K	Buy	8,829 +1,269	+17%	+$60.4K	0.04%	424
2013 Q4	$383K	Sell	7,560 -20,482	-73%	-$995K	0.03%	452
2013 Q3	$1.33M	Sell	28,042 -2,723	-9%	-$128K	0.13%	172
2013 Q2	$1.41M	Buy	+30,765	New	+$1.44M	0.17%	133

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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 $1.9T AUM 41.92% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

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

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

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

National Planning Corporation's DXJ Position: Q1 2017 in Review

National Planning Corporation sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2017, closing a stake of 4,064 shares — an estimated $204K sold.

National Planning Corporation first reported a position in DXJ in Q2 2013 and held it in 12 quarters. The position peaked at $1.41M in Q2 2013. 315 funds tracked by Wall St. Rank hold DXJ as of Q1 2017.

National Planning Corporation reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2017 after selling out during the quarter.
National Planning Corporation sold 4,064 WisdomTree Japan Hedged Equity Fund shares in Q1 2017, an estimated $204K.
National Planning Corporation first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2013 and held it in 12 quarters.
National Planning Corporation's WisdomTree Japan Hedged Equity Fund position peaked at $1.41M in Q2 2013.
315 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2017.

Based on National Planning Corporation's 13F filing for Q1 2017, filed 15 May 2017.