Security National Trust’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Security National Trust’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
2014 Q4	–	Sell	-20,000	Closed	-$1.05M	–	506
2014 Q3	$1.05M	Hold	20,000	–	–	0.43%	65
2014 Q2	$987K	Hold	20,000	–	–	0.39%	71
2014 Q1	$947K	Hold	20,000	–	–	0.38%	70
2013 Q4	$1.02M	Hold	20,000	–	–	0.42%	63
2013 Q3	$959K	Hold	20,000	–	–	0.43%	64
2013 Q2	$912K	Buy	+20,000	New	+$934K	0.44%	63

Other funds holding DXJ

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Security National Trust's DXJ Position: Q4 2014 in Review

Security National Trust sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2014, closing a stake of 20,000 shares — an estimated $1.05M sold.

Security National Trust first reported a position in DXJ in Q2 2013 and held it in 6 quarters. The position peaked at $1.05M in Q3 2014. 331 funds tracked by Wall St. Rank hold DXJ as of Q4 2014.

Security National Trust reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2014 after selling out during the quarter.
Security National Trust sold 20,000 WisdomTree Japan Hedged Equity Fund shares in Q4 2014, an estimated $1.05M.
Security National Trust first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2013 and held it in 6 quarters.
Security National Trust's WisdomTree Japan Hedged Equity Fund position peaked at $1.05M in Q3 2014.
331 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2014.

Based on Security National Trust's 13F filing for Q4 2014, filed 29 Jan 2015.