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Spruce Investment Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Spruce 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
Q3 		– Sell
-40,848
Closed -$2.12M – 34
2017
Q2 		$2.12M Sell
40,848
-20,169
-33% -$1.03M 3.76% 14
2017
Q1 		$3.09M Buy
61,017
+33,938
+125% +$1.73M 3.56% 8
2016
Q4 		$1.34M Sell
27,079
-754
-3% -$35.4K 1.04% 18
2016
Q3 		$1.19M Sell
27,833
-36,365
-57% -$1.51M 0.75% 20
2016
Q2 		$2.49M Sell
64,198
-152,290
-70% -$6.42M 1.42% 19
2016
Q1 		$9.46M Buy
216,488
+53,361
+33% +$2.36M 5.84% 6
2015
Q4 		$8.17M Sell
163,127
-117,145
-42% -$6.23M 6.05% 8
2015
Q3 		$13.6M Sell
280,272
-484,669
-63% -$26.2M 4.2% 10
2015
Q2 		$43.8M Buy
764,941
+375,469
+96% +$21.8M 11.8% 1
2015
Q1 		$21.5M Sell
389,472
-305,560
-44% -$15.9M 5.52% 5
2014
Q4 		$34.2M Sell
695,032
-226,467
-25% -$11.8M 9.33% 3
2014
Q3 		$48.2M Buy
921,499
+2,473
+0.3% +$125K 12.53% 2
2014
Q2 		$45.4M Sell
919,026
-362,383
-28% -$17.2M 13.79% 3
2014
Q1 		$60.7M Sell
1,281,409
-9,452
-0.7% -$450K 23.47% 1
2013
Q4 		$65.6M Buy
1,290,861
+69,425
+6% +$3.37M 30.03% 1
2013
Q3 		$58.5M Buy
1,221,436
+578,043
+90% +$27.1M 42.12% 1
2013
Q2 		$29.3M Buy
+643,393
New +$30.1M 35.91% 1

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Spruce Investment Advisors's DXJ Position: Q3 2017 in Review

Spruce Investment Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2017, closing a stake of 40,848 shares — an estimated $2.12M sold.

Spruce Investment Advisors first reported a position in DXJ in Q2 2013 and held it in 17 quarters. The position peaked at $65.6M in Q4 2013. 308 funds tracked by Wall St. Rank hold DXJ as of Q3 2017.

  • Spruce Investment Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2017 after selling out during the quarter.
  • Spruce Investment Advisors sold 40,848 WisdomTree Japan Hedged Equity Fund shares in Q3 2017, an estimated $2.12M.
  • Spruce Investment Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2013 and held it in 17 quarters.
  • Spruce Investment Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $65.6M in Q4 2013.
  • 308 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2017.

Based on Spruce Investment Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.