Telemus Capital’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Telemus Capital’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	-4,042	Closed	-$205K	–	348
2017 Q1	$205K	Buy	+4,042	New	+$206K	0.02%	323
2014 Q4	–	Sell	-69,983	Closed	-$3.66M	–	138
2014 Q3	$3.66M	Sell	69,983 -120,517	-63%	-$6.07M	0.99%	22
2014 Q2	$9.4M	Sell	190,500 -10,720	-5%	-$508K	2.47%	12
2014 Q1	$9.53M	Buy	201,220 +7,185	+4%	+$342K	2.62%	12
2013 Q4	$9.87M	Buy	194,035 +1,163	+0.6%	+$56.5K	2.84%	12
2013 Q3	$9.24M	Buy	+192,872	New	+$9.05M	2.74%	13

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 $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

Telemus Capital's DXJ Position: Q2 2017 in Review

Telemus Capital sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2017, closing a stake of 4,042 shares — an estimated $205K sold.

Telemus Capital first reported a position in DXJ in Q3 2013 and held it in 6 quarters. The position peaked at $9.87M in Q4 2013. 306 funds tracked by Wall St. Rank hold DXJ as of Q2 2017.

Telemus Capital reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2017 after selling out during the quarter.
Telemus Capital sold 4,042 WisdomTree Japan Hedged Equity Fund shares in Q2 2017, an estimated $205K.
Telemus Capital first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2013 and held it in 6 quarters.
Telemus Capital's WisdomTree Japan Hedged Equity Fund position peaked at $9.87M in Q4 2013.
306 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2017.

Based on Telemus Capital's 13F filing for Q2 2017, filed 31 Jul 2017.