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

WFG 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 Q2	$77K	Sell	1,472 -2,365	-62%	-$121K	0.02%	592
2017 Q1	$194K	Buy	3,837 +3,300	+615%	+$168K	0.05%	345
2016 Q4	$27K	Buy	537 +435	+426%	+$20.4K	0.01%	862
2016 Q3	$4K	Hold	102	–	–	﹤0.01%	1303
2016 Q2	$4K	Hold	102	–	–	﹤0.01%	1278
2016 Q1	$4K	Sell	102 -170	-63%	-$7.5K	﹤0.01%	1234
2015 Q4	$14K	Buy	272 +124	+84%	+$6.6K	﹤0.01%	985
2015 Q3	$7K	Sell	148 -444	-75%	-$24K	﹤0.01%	1174
2015 Q2	$34K	Hold	592	–	–	0.01%	827
2015 Q1	$33K	Hold	592	–	–	0.01%	833
2014 Q4	$29K	Sell	592 -2,410	-80%	-$126K	0.01%	1095
2014 Q3	$157K	Buy	3,002 +2,900	+2,843%	+$146K	0.03%	508
2014 Q2	$5K	Hold	102	–	–	﹤0.01%	1652
2014 Q1	$5K	Buy	+102	New	+$4.86K	﹤0.01%	1615
2013 Q4	–	Sell	-1,340	Closed	-$64K	–	2236
2013 Q3	$64K	Buy	+1,340	New	+$62.9K	0.01%	829

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

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

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

ERSOT

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

WFG Advisors's DXJ Position: Q2 2017 in Review

WFG Advisors reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 62% in Q2 2017, selling an estimated $121K and leaving 1,472 shares worth $77K. The position accounts for 0.02% of the portfolio, ranked #592.

WFG Advisors first reported a position in DXJ in Q3 2013 and has held it in 15 quarters since. The position peaked at $194K in Q1 2017. 307 funds tracked by Wall St. Rank hold DXJ as of Q2 2017.

WFG Advisors held 1,472 shares of WisdomTree Japan Hedged Equity Fund worth $77K as of Q2 2017.
WFG Advisors sold 2,365 WisdomTree Japan Hedged Equity Fund shares in Q2 2017, an estimated $121K.
WisdomTree Japan Hedged Equity Fund made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #592 holding.
WFG Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2013 and has held it in 15 quarters since.
WFG Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $194K in Q1 2017.
307 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.