Taylor Wealth Management Partners’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Taylor Wealth Management Partners’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
2015 Q3	–	Sell	-107,870	Closed	-$6.17M	–	167
2015 Q2	$6.17M	Buy	+107,870	New	+$6.25M	1.97%	27

Other funds holding DXJ

LTI

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WIM

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Taylor Wealth Management Partners's DXJ Position: Q3 2015 in Review

Taylor Wealth Management Partners sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2015, closing a stake of 107,870 shares — an estimated $6.17M sold.

Taylor Wealth Management Partners first reported a position in DXJ in Q2 2015 and held it in 1 quarter. The position peaked at $6.17M in Q2 2015. 356 funds tracked by Wall St. Rank hold DXJ as of Q3 2015.

Taylor Wealth Management Partners reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2015 after selling out during the quarter.
Taylor Wealth Management Partners sold 107,870 WisdomTree Japan Hedged Equity Fund shares in Q3 2015, an estimated $6.17M.
Taylor Wealth Management Partners first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2015 and held it in 1 quarter.
Taylor Wealth Management Partners's WisdomTree Japan Hedged Equity Fund position peaked at $6.17M in Q2 2015.
356 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2015.

Based on Taylor Wealth Management Partners's 13F filing for Q3 2015, filed 6 Nov 2015.