Signature Estate & Investment Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Signature Estate & Investment Advisors’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	-2,760	Closed	-$140K	–	156
2017 Q1	$140K	Sell	2,760 -4,548	-62%	-$232K	0.02%	158
2016 Q4	$362K	Sell	7,308 -568,992	-99%	-$26.7M	0.05%	96
2016 Q3	$24.7M	Buy	576,300 +13,121	+2%	+$545K	3.62%	6
2016 Q2	$21.8M	Buy	563,179 +31,324	+6%	+$1.32M	3.49%	6
2016 Q1	$23.2M	Buy	531,855 +226,471	+74%	+$9.99M	3.81%	4
2015 Q4	$15.3M	Buy	305,384 +33,064	+12%	+$1.76M	2.64%	7
2015 Q3	$13.3M	Sell	272,320 -99,382	-27%	-$5.37M	2.76%	7
2015 Q2	$21.3M	Buy	+371,702	New	+$21.6M	4.75%	2

Other funds holding DXJ

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $1.25B AUM 45.27% 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 $11.4B AUM 21.6% 1-Year Est. Return

Signature Estate & Investment Advisors's DXJ Position: Q2 2017 in Review

Signature Estate & Investment Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2017, closing a stake of 2,760 shares — an estimated $140K sold.

Signature Estate & Investment Advisors first reported a position in DXJ in Q2 2015 and held it in 8 quarters. The position peaked at $24.7M in Q3 2016. 307 funds tracked by Wall St. Rank hold DXJ as of Q2 2017.

Signature Estate & Investment Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2017 after selling out during the quarter.
Signature Estate & Investment Advisors sold 2,760 WisdomTree Japan Hedged Equity Fund shares in Q2 2017, an estimated $140K.
Signature Estate & Investment Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2015 and held it in 8 quarters.
Signature Estate & Investment Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $24.7M in Q3 2016.
307 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2017.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.