Peak Asset Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Peak Asset Management’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 Q3	–	Sell	-6,052	Closed	-$327K	–	130
2018 Q2	$327K	Sell	6,052 -1,013	-14%	-$57.3K	0.12%	96
2018 Q1	$396K	Sell	7,065 -1,802	-20%	-$105K	0.15%	85
2017 Q4	$526K	Buy	+8,867	New	+$512K	0.19%	77

Other funds holding DXJ

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Peak Asset Management's DXJ Position: Q3 2018 in Review

Peak Asset Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2018, closing a stake of 6,052 shares — an estimated $327K sold.

Peak Asset Management first reported a position in DXJ in Q4 2017 and held it in 3 quarters. The position peaked at $526K in Q4 2017. 314 funds tracked by Wall St. Rank hold DXJ as of Q3 2018.

Peak Asset Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2018 after selling out during the quarter.
Peak Asset Management sold 6,052 WisdomTree Japan Hedged Equity Fund shares in Q3 2018, an estimated $327K.
Peak Asset Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2017 and held it in 3 quarters.
Peak Asset Management's WisdomTree Japan Hedged Equity Fund position peaked at $526K in Q4 2017.
314 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2018.

Based on Peak Asset Management's 13F filing for Q3 2018, filed 9 Nov 2018.