Waldron Private Wealth’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Waldron Private Wealth’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
2016 Q2	–	Sell	-8,197	Closed	-$410K	–	165
2016 Q1	$410K	Hold	8,197	–	–	0.15%	69
2015 Q4	$410K	Buy	+8,197	New	+$436K	0.15%	80

Other funds holding DXJ

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Investure LLC Charlottesville, Virginia $1.6B AUM 22.38% 1-Year Est. Return

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

ERSOT

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

Waldron Private Wealth's DXJ Position: Q2 2016 in Review

Waldron Private Wealth sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2016, closing a stake of 8,197 shares — an estimated $410K sold.

Waldron Private Wealth first reported a position in DXJ in Q4 2015 and held it in 2 quarters. The position peaked at $410K in Q1 2016. 283 funds tracked by Wall St. Rank hold DXJ as of Q2 2016.

Waldron Private Wealth reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2016 after selling out during the quarter.
Waldron Private Wealth sold 8,197 WisdomTree Japan Hedged Equity Fund shares in Q2 2016, an estimated $410K.
Waldron Private Wealth first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2015 and held it in 2 quarters.
Waldron Private Wealth's WisdomTree Japan Hedged Equity Fund position peaked at $410K in Q1 2016.
283 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2016.

Based on Waldron Private Wealth's 13F filing for Q2 2016, filed 9 Aug 2016.