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Vontobel Swiss Wealth Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Vontobel Swiss Wealth Advisors’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
Q4 		– Sell
-126,367
Closed -$6.64M – 86
2017
Q3 		$6.64M Sell
126,367
-643
-0.5% -$33.7K 4.05% 9
2017
Q2 		$6.61M Sell
127,010
-5,658
-4% -$289K 4.2% 9
2017
Q1 		$6.72M Sell
132,668
-33,161
-20% -$1.69M 3.64% 8
2016
Q4 		$8.21M Sell
165,829
-42,186
-20% -$1.98M 5.05% 4
2016
Q3 		$8.93M Buy
208,015
+1,640
+0.8% +$68.1K 4.78% 5
2016
Q2 		$7.2M Sell
206,375
-164,832
-44% -$6.95M 4.27% 5
2016
Q1 		$16.2M Buy
371,207
+107,332
+41% +$4.74M 8.63% 1
2015
Q4 		$13.2M Buy
263,875
+134,230
+104% +$7.14M 7.78% 1
2015
Q3 		$6.16M Sell
129,645
-32,155
-20% -$1.74M 4.23% 6
2015
Q2 		$8.31M Sell
161,800
-80,497
-33% -$4.67M 5.56% 5
2015
Q1 		$13.4M Buy
242,297
+5,305
+2% +$276K 9.08% 1
2014
Q4 		$11.7M Buy
+236,992
New +$12.4M 8.52% 2

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's DXJ Position: Q4 2017 in Review

Vontobel Swiss Wealth Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2017, closing a stake of 126,367 shares — an estimated $6.64M sold.

Vontobel Swiss Wealth Advisors first reported a position in DXJ in Q4 2014 and held it in 12 quarters. The position peaked at $16.2M in Q1 2016. 361 funds tracked by Wall St. Rank hold DXJ as of Q4 2017.

  • Vontobel Swiss Wealth Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2017 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 126,367 WisdomTree Japan Hedged Equity Fund shares in Q4 2017, an estimated $6.64M.
  • Vontobel Swiss Wealth Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2014 and held it in 12 quarters.
  • Vontobel Swiss Wealth Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $16.2M in Q1 2016.
  • 361 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2017.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q4 2017, filed 6 Feb 2018.