WealthPLAN Partners’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

WealthPLAN Partners’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 Q3	$11.4K	Sell	263 -74	-22%	-$3.07K	﹤0.01%	579
2016 Q2	$3.5K	Buy	+337	New	+$14.2K	﹤0.01%	2098
2015 Q4	$22.6K	Buy	+676	New	+$36K	﹤0.01%	878
2015 Q2	–	Sell	-225	Closed	-$12K	–	448
2015 Q1	$12K	Buy	+225	New	+$11.7K	0.01%	362

Other funds holding DXJ

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

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

ERSOT

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

WealthPLAN Partners's DXJ Position: Q3 2016 in Review

WealthPLAN Partners reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 22% in Q3 2016, selling an estimated $3.07K and leaving 263 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

WealthPLAN Partners first reported a position in DXJ in Q1 2015 and has held it in 4 quarters since. The position peaked at $22.6K in Q4 2015. 274 funds tracked by Wall St. Rank hold DXJ as of Q3 2016.

WealthPLAN Partners held 263 shares of WisdomTree Japan Hedged Equity Fund worth $11.4K as of Q3 2016.
WealthPLAN Partners sold 74 WisdomTree Japan Hedged Equity Fund shares in Q3 2016, an estimated $3.07K.
WisdomTree Japan Hedged Equity Fund made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #579 holding.
WealthPLAN Partners first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2015 and has held it in 4 quarters since.
WealthPLAN Partners's WisdomTree Japan Hedged Equity Fund position peaked at $22.6K in Q4 2015.
274 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.