Winslow Evans & Crocker’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Winslow Evans & Crocker’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
2018 Q3	–	Sell	-1,848	Closed	-$34K	–	1113
2018 Q2	$34K	Sell	1,848 -1,386	-43%	-$26.1K	0.01%	567
2018 Q1	$60.3K	Hold	3,234	–	–	0.02%	446
2017 Q4	$63.9K	Hold	3,234	–	–	0.02%	448
2017 Q3	$58.9K	Sell	3,234 -33	-1%	-$577	0.02%	444
2017 Q2	$56.6K	Buy	+3,267	New	+$55.7K	0.02%	532
2016 Q2	–	Sell	-303	Closed	-$4.42K	–	1288
2016 Q1	$4.42K	Sell	303 -1,323	-81%	-$19.5K	﹤0.01%	1049
2015 Q4	$27.1K	Hold	1,626	–	–	0.01%	674
2015 Q3	$26.3K	Hold	1,626	–	–	0.01%	655
2015 Q2	$30.9K	Buy	1,626 +306	+23%	+$5.91K	0.01%	660
2015 Q1	$24.3K	Hold	1,320	–	–	0.01%	689
2014 Q4	$21.7K	Buy	1,320 +270	+26%	+$4.7K	0.01%	710
2014 Q3	$18.3K	Sell	1,050 -270	-20%	-$4.53K	0.01%	757
2014 Q2	$21.7K	Sell	1,320 -33,930	-96%	-$536K	0.01%	658
2014 Q1	$556K	Buy	35,250 +29,100	+473%	+$462K	0.19%	129
2013 Q4	$104K	Buy	+6,150	New	+$99.6K	0.04%	368

Other funds holding DXJ

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

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Winslow Evans & Crocker's DXJ Position: Q3 2018 in Review

Winslow Evans & Crocker sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2018, closing a stake of 1,848 shares — an estimated $34K sold.

Winslow Evans & Crocker first reported a position in DXJ in Q4 2013 and held it in 15 quarters. The position peaked at $556K in Q1 2014. 314 funds tracked by Wall St. Rank hold DXJ as of Q3 2018.

Winslow Evans & Crocker reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2018 after selling out during the quarter.
Winslow Evans & Crocker sold 1,848 WisdomTree Japan Hedged Equity Fund shares in Q3 2018, an estimated $34K.
Winslow Evans & Crocker first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2013 and held it in 15 quarters.
Winslow Evans & Crocker's WisdomTree Japan Hedged Equity Fund position peaked at $556K in Q1 2014.
314 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2018.

Based on Winslow Evans & Crocker's 13F filing for Q3 2018, filed 15 Oct 2018.