Smith & Howard Wealth Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Smith & Howard Wealth Management’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 Q1	–	Sell	-1,200	Closed	-$20K	–	84
2013 Q4	$20K	Buy	1,200 +120	+11%	+$1.94K	0.01%	166
2013 Q3	$17K	Hold	1,080	–	–	0.01%	173
2013 Q2	$16K	Buy	+1,080	New	+$16.8K	0.01%	148

Other funds holding DXJ

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Smith & Howard Wealth Management's DXJ Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2014, closing a stake of 1,200 shares — an estimated $20K sold.

Smith & Howard Wealth Management first reported a position in DXJ in Q2 2013 and held it in 3 quarters. The position peaked at $20K in Q4 2013. 295 funds tracked by Wall St. Rank hold DXJ as of Q1 2014.

Smith & Howard Wealth Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2014 after selling out during the quarter.
Smith & Howard Wealth Management sold 1,200 WisdomTree Japan Hedged Equity Fund shares in Q1 2014, an estimated $20K.
Smith & Howard Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2013 and held it in 3 quarters.
Smith & Howard Wealth Management's WisdomTree Japan Hedged Equity Fund position peaked at $20K in Q4 2013.
295 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.