Tiedemann Wealth Management Holdings’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Tiedemann Wealth Management Holdings’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	-12,810	Closed	-$648K	–	6
2017 Q1	$648K	Hold	12,810	–	–	2.61%	9
2016 Q4	$635K	Hold	12,810	–	–	1.41%	13
2016 Q3	$550K	Buy	+12,810	New	+$532K	1.36%	8

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

Tiedemann Wealth Management Holdings's DXJ Position: Q2 2017 in Review

Tiedemann Wealth Management Holdings sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2017, closing a stake of 12,810 shares — an estimated $648K sold.

Tiedemann Wealth Management Holdings first reported a position in DXJ in Q3 2016 and held it in 3 quarters. The position peaked at $648K in Q1 2017. 306 funds tracked by Wall St. Rank hold DXJ as of Q2 2017.

Tiedemann Wealth Management Holdings reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2017 after selling out during the quarter.
Tiedemann Wealth Management Holdings sold 12,810 WisdomTree Japan Hedged Equity Fund shares in Q2 2017, an estimated $648K.
Tiedemann Wealth Management Holdings first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2016 and held it in 3 quarters.
Tiedemann Wealth Management Holdings's WisdomTree Japan Hedged Equity Fund position peaked at $648K in Q1 2017.
306 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2017.

Based on Tiedemann Wealth Management Holdings's 13F filing for Q2 2017, filed 11 Aug 2017.