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	-506,316	Closed	-$8.54M	–	124
2017 Q1	$8.54M	Sell	506,316 -8,361	-2%	-$142K	0.93%	49
2016 Q4	$8.5M	Buy	+514,677	New	+$8.06M	0.98%	44
2016 Q1	–	Sell	-539,742	Closed	-$9.01M	–	115
2015 Q4	$9.01M	Sell	539,742 -66,462	-11%	-$1.18M	1.45%	34
2015 Q3	$9.83M	Sell	606,204 -6,957	-1%	-$125K	2.01%	17
2015 Q2	$11.7M	Buy	+613,161	New	+$11.9M	2.32%	15

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

CSIA

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

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

ERSOT

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

Polaris Wealth Advisory Group's DXJ Position: Q2 2017 in Review

Polaris Wealth Advisory Group sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2017, closing a stake of 506,316 shares — an estimated $8.54M sold.

Polaris Wealth Advisory Group first reported a position in DXJ in Q2 2015 and held it in 5 quarters. The position peaked at $11.7M in Q2 2015. 307 funds tracked by Wall St. Rank hold DXJ as of Q2 2017.

Polaris Wealth Advisory Group reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2017 after selling out during the quarter.
Polaris Wealth Advisory Group sold 506,316 WisdomTree Japan Hedged Equity Fund shares in Q2 2017, an estimated $8.54M.
Polaris Wealth Advisory Group first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2015 and held it in 5 quarters.
Polaris Wealth Advisory Group's WisdomTree Japan Hedged Equity Fund position peaked at $11.7M in Q2 2015.
307 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2017.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2017, filed 9 Aug 2017.