Veritable’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Veritable’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 Q1	–	Sell	-4,635	Closed	-$230K	–	747
2016 Q4	$230K	Buy	+4,635	New	+$218K	0.01%	660
2016 Q1	–	Sell	-21,041	Closed	-$1.05M	–	716
2015 Q4	$1.05M	Buy	21,041 +2,081	+11%	+$111K	0.03%	305
2015 Q3	$923K	Hold	18,960	–	–	0.03%	315
2015 Q2	$1.08M	Sell	18,960 -11,307	-37%	-$656K	0.03%	296
2015 Q1	$1.67M	Buy	30,267 +2,445	+9%	+$127K	0.03%	288
2014 Q4	$1.37M	Buy	27,822 +20,165	+263%	+$1.05M	0.03%	330
2014 Q3	$401K	Sell	7,657 -17,691	-70%	-$891K	0.01%	672
2014 Q2	$1.25M	Buy	25,348 +4,287	+20%	+$203K	0.03%	357
2014 Q1	$997K	Buy	21,061 +5,358	+34%	+$255K	0.02%	403
2013 Q4	$798K	Buy	15,703 +2,519	+19%	+$122K	0.02%	442
2013 Q3	$632K	Buy	13,184 +620	+5%	+$29.1K	0.01%	504
2013 Q2	$573K	Buy	+12,564	New	+$587K	0.01%	531

Other funds holding DXJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 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 $2.3T AUM 54.33% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Veritable's DXJ Position: Q1 2017 in Review

Veritable sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2017, closing a stake of 4,635 shares — an estimated $230K sold.

Veritable first reported a position in DXJ in Q2 2013 and held it in 12 quarters. The position peaked at $1.67M in Q1 2015. 316 funds tracked by Wall St. Rank hold DXJ as of Q1 2017.

Veritable reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2017 after selling out during the quarter.
Veritable sold 4,635 WisdomTree Japan Hedged Equity Fund shares in Q1 2017, an estimated $230K.
Veritable first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2013 and held it in 12 quarters.
Veritable's WisdomTree Japan Hedged Equity Fund position peaked at $1.67M in Q1 2015.
316 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2017.

Based on Veritable's 13F filing for Q1 2017, filed 15 May 2017.