Signature Financial Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q3
– Sell
-1,534,950
Closed -$19.8M – 128
2016
Q2
$19.8M Buy
1,534,950
+48,846
+3% +$687K 9.31% 2
2016
Q1
$21.7M Buy
+1,486,104
New +$21.9M 10.55% 1
2014
Q2
– Sell
-61,824
Closed -$974K – 88
2014
Q1
$974K Buy
+61,824
New +$981K 0.84% 24
2013
Q4
– Sell
-243,390
Closed -$3.89M – 76
2013
Q3
$3.89M Sell
243,390
-607,410
-71% -$9.5M 3.43% 7
2013
Q2
$12.9M Buy
+850,800
New +$13.2M 8.83% 5

Other funds holding DXJ

Signature Financial Management's DXJ Position: Q3 2016 in Review

Signature Financial Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2016, closing a stake of 1,534,950 shares — an estimated $19.8M sold.

Signature Financial Management first reported a position in DXJ in Q2 2013 and held it in 5 quarters. The position peaked at $21.7M in Q1 2016. 274 funds tracked by Wall St. Rank hold DXJ as of Q3 2016.

  • Signature Financial Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2016 after selling out during the quarter.
  • Signature Financial Management sold 1,534,950 WisdomTree Japan Hedged Equity Fund shares in Q3 2016, an estimated $19.8M.
  • Signature Financial Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2013 and held it in 5 quarters.
  • Signature Financial Management's WisdomTree Japan Hedged Equity Fund position peaked at $21.7M in Q1 2016.
  • 274 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2016.

Based on Signature Financial Management's 13F filing for Q3 2016, filed 19 Oct 2016.