United Capital Financial Advisors’s WisdomTree Japan Hedged Financials Fund DXJF Stock Holding History

United Capital Financial Advisors’s Portfolio DXJF Stock Details DXJF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-941,450	Closed	-$22.6M	–	1316
2016 Q4	$22.6M	Buy	+941,450	New	+$20.8M	0.22%	98
2015 Q3	–	Sell	-106,319	Closed	-$3.16M	–	1358
2015 Q2	$3.16M	Buy	+106,319	New	+$3.09M	0.04%	467

Other funds holding DXJF

Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WSCM

Wellington Shields Capital Management New York $666M AUM 45.43% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

CMANY

Capital Management Associates (New York) New York $60.2M AUM 58.47% 1-Year Est. Return

United Capital Financial Advisors's DXJF Position: Q1 2017 in Review

United Capital Financial Advisors sold out of WisdomTree Japan Hedged Financials Fund (DXJF) in Q1 2017, closing a stake of 941,450 shares — an estimated $22.6M sold.

United Capital Financial Advisors first reported a position in DXJF in Q2 2015 and held it in 2 quarters. The position peaked at $22.6M in Q4 2016. 16 funds tracked by Wall St. Rank hold DXJF as of Q1 2017.

United Capital Financial Advisors reported no remaining WisdomTree Japan Hedged Financials Fund position as of Q1 2017 after selling out during the quarter.
United Capital Financial Advisors sold 941,450 WisdomTree Japan Hedged Financials Fund shares in Q1 2017, an estimated $22.6M.
United Capital Financial Advisors first reported a position in WisdomTree Japan Hedged Financials Fund in Q2 2015 and held it in 2 quarters.
United Capital Financial Advisors's WisdomTree Japan Hedged Financials Fund position peaked at $22.6M in Q4 2016.
16 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Financials Fund as of Q1 2017.

Based on United Capital Financial Advisors's 13F filing for Q1 2017, filed 12 May 2017.