Pinnacle Advisory Group’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Pinnacle Advisory Group’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	-15,375	Closed	-$254K	–	193
2016 Q4	$254K	Sell	15,375 -1,200	-7%	-$18.8K	0.02%	165
2016 Q3	$242K	Buy	+16,575	New	+$230K	0.02%	115
2016 Q2	–	Sell	-15,285	Closed	-$222K	–	136
2016 Q1	$222K	Sell	15,285 -825	-5%	-$12.1K	0.02%	102
2015 Q4	$268K	Hold	16,110	–	–	0.02%	92
2015 Q3	$261K	Buy	+16,110	New	+$290K	0.03%	86
2015 Q2	–	Sell	-19,443	Closed	-$357K	–	117
2015 Q1	$357K	Sell	19,443 -12,420	-39%	-$216K	0.03%	97
2014 Q4	$522K	Buy	31,863 +363	+1%	+$6.32K	0.05%	81
2014 Q3	$549K	Sell	31,500 -29,742	-49%	-$499K	0.07%	56
2014 Q2	$1.01M	Sell	61,242 -1,902,822	-97%	-$30M	0.12%	42
2014 Q1	$31M	Sell	1,964,064 -195,087	-9%	-$3.1M	3.09%	14
2013 Q4	$36.6M	Buy	2,159,151 +59,964	+3%	+$972K	4.33%	8
2013 Q3	$33.5M	Buy	2,099,187 +31,548	+2%	+$493K	3.92%	11
2013 Q2	$31.4M	Buy	+2,067,639	New	+$32.2M	4.18%	10

Other funds holding DXJ

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

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

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

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

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

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

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

JCM

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

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

Pinnacle Advisory Group's DXJ Position: Q1 2017 in Review

Pinnacle Advisory Group sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2017, closing a stake of 15,375 shares — an estimated $254K sold.

Pinnacle Advisory Group first reported a position in DXJ in Q2 2013 and held it in 13 quarters. The position peaked at $36.6M in Q4 2013. 316 funds tracked by Wall St. Rank hold DXJ as of Q1 2017.

Pinnacle Advisory Group reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2017 after selling out during the quarter.
Pinnacle Advisory Group sold 15,375 WisdomTree Japan Hedged Equity Fund shares in Q1 2017, an estimated $254K.
Pinnacle Advisory Group first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2013 and held it in 13 quarters.
Pinnacle Advisory Group's WisdomTree Japan Hedged Equity Fund position peaked at $36.6M in Q4 2013.
316 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2017.

Based on Pinnacle Advisory Group's 13F filing for Q1 2017, filed 24 Apr 2017.