Northwest & Ethical Investments’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Northwest & Ethical Investments’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 Q2	–	Sell	-20,600	Closed	-$1.04M	–	372
2017 Q1	$1.04M	Sell	20,600 -14,400	-41%	-$734K	0.07%	280
2016 Q4	$1.73M	Buy	+35,000	New	+$1.64M	0.12%	203
2014 Q4	–	Sell	-15,500	Closed	-$811K	–	225
2014 Q3	$811K	Buy	+15,500	New	+$781K	0.05%	186

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

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

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

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

ERSOT

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

Northwest & Ethical Investments's DXJ Position: Q2 2017 in Review

Northwest & Ethical Investments sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2017, closing a stake of 20,600 shares — an estimated $1.04M sold.

Northwest & Ethical Investments first reported a position in DXJ in Q3 2014 and held it in 3 quarters. The position peaked at $1.73M in Q4 2016. 306 funds tracked by Wall St. Rank hold DXJ as of Q2 2017.

Northwest & Ethical Investments reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2017 after selling out during the quarter.
Northwest & Ethical Investments sold 20,600 WisdomTree Japan Hedged Equity Fund shares in Q2 2017, an estimated $1.04M.
Northwest & Ethical Investments first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2014 and held it in 3 quarters.
Northwest & Ethical Investments's WisdomTree Japan Hedged Equity Fund position peaked at $1.73M in Q4 2016.
306 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2017.

Based on Northwest & Ethical Investments's 13F filing for Q2 2017, filed 8 Jul 2025.