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WESPAC Advisors SoCal’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

WESPAC Advisors SoCal’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
-324
Closed -$5K – 260
2017
Q3 		$5K Buy
+324
New +$5.67K ﹤0.01% 223

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $786B AUM 40.34% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

WESPAC Advisors SoCal's DXJ Position: Q4 2017 in Review

WESPAC Advisors SoCal sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2017, closing a stake of 324 shares — an estimated $5K sold.

WESPAC Advisors SoCal first reported a position in DXJ in Q3 2017 and held it in 1 quarter. The position peaked at $5K in Q3 2017. 362 funds tracked by Wall St. Rank hold DXJ as of Q4 2017.

  • WESPAC Advisors SoCal reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2017 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 324 WisdomTree Japan Hedged Equity Fund shares in Q4 2017, an estimated $5K.
  • WESPAC Advisors SoCal first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2017 and held it in 1 quarter.
  • WESPAC Advisors SoCal's WisdomTree Japan Hedged Equity Fund position peaked at $5K in Q3 2017.
  • 362 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2017.

Based on WESPAC Advisors SoCal's 13F filing for Q4 2017, filed 13 Feb 2018.