PWAG
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Polaris Wealth Advisory Group’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Polaris Wealth 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
Q2 		– Sell
-168,772
Closed -$8.54M – 124
2017
Q1 		$8.54M Sell
168,772
-2,787
-2% -$142K 0.93% 49
2016
Q4 		$8.5M Buy
+171,559
New +$8.06M 0.98% 44
2016
Q1 		– Sell
-179,914
Closed -$9.01M – 115
2015
Q4 		$9.01M Sell
179,914
-22,154
-11% -$1.18M 1.45% 34
2015
Q3 		$9.83M Sell
202,068
-2,319
-1% -$125K 2.01% 17
2015
Q2 		$11.7M Buy
+204,387
New +$11.9M 2.32% 15

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CSIA
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JCM
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LMGAM
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TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
ERSOT
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