UCFA
DXJC

United Capital Financial Advisors’s WisdomTree Japan Hedged Capital Goods Fund DXJC Stock Holding History

United Capital Financial Advisors’s Portfolio DXJC Stock Details DXJC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-476,434
Closed -$11.9M – 1338
2017
Q1 		$11.9M Sell
476,434
-62,155
-12% -$1.56M 0.11% 219
2016
Q4 		$13.1M Buy
+538,589
New +$12.7M 0.13% 184

Other funds holding DXJC

X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

United Capital Financial Advisors's DXJC Position: Q2 2017 in Review

United Capital Financial Advisors sold out of WisdomTree Japan Hedged Capital Goods Fund (DXJC) in Q2 2017, closing a stake of 476,434 shares — an estimated $11.9M sold.

United Capital Financial Advisors first reported a position in DXJC in Q4 2016 and held it in 2 quarters. The position peaked at $13.1M in Q4 2016. 7 funds tracked by Wall St. Rank hold DXJC as of Q2 2017.

  • United Capital Financial Advisors reported no remaining WisdomTree Japan Hedged Capital Goods Fund position as of Q2 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 476,434 WisdomTree Japan Hedged Capital Goods Fund shares in Q2 2017, an estimated $11.9M.
  • United Capital Financial Advisors first reported a position in WisdomTree Japan Hedged Capital Goods Fund in Q4 2016 and held it in 2 quarters.
  • United Capital Financial Advisors's WisdomTree Japan Hedged Capital Goods Fund position peaked at $13.1M in Q4 2016.
  • 7 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Capital Goods Fund as of Q2 2017.

Based on United Capital Financial Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.