Woodmont Investment Counsel’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Woodmont Investment Counsel’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 Q1	–	Sell	-8,700	Closed	-$516K	–	175
2017 Q4	$516K	Sell	8,700 -500	-5%	-$28.9K	0.13%	135
2017 Q3	$503K	Sell	9,200 -3,200	-26%	-$168K	0.14%	131
2017 Q2	$645K	Sell	12,400 -34,640	-74%	-$1.77M	0.18%	111
2017 Q1	$2.33M	Hold	47,040	–	–	0.68%	50
2016 Q4	$2.33M	Sell	47,040 -23,725	-34%	-$1.11M	0.67%	50
2016 Q3	$3.04M	Buy	70,765 +1,940	+3%	+$80.6K	0.87%	33
2016 Q2	$2.67M	Buy	68,825 +68,725	+68,725%	+$2.9M	0.8%	37
2016 Q1	$4K	Hold	100	–	–	﹤0.01%	468
2015 Q4	$5K	Hold	100	–	–	﹤0.01%	464
2015 Q3	$5K	Hold	100	–	–	﹤0.01%	462
2015 Q2	$6K	Buy	+100	New	+$5.8K	﹤0.01%	459

Other funds holding DXJ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Woodmont Investment Counsel's DXJ Position: Q1 2018 in Review

Woodmont Investment Counsel sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2018, closing a stake of 8,700 shares — an estimated $516K sold.

Woodmont Investment Counsel first reported a position in DXJ in Q2 2015 and held it in 11 quarters. The position peaked at $3.04M in Q3 2016. 330 funds tracked by Wall St. Rank hold DXJ as of Q1 2018.

Woodmont Investment Counsel reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2018 after selling out during the quarter.
Woodmont Investment Counsel sold 8,700 WisdomTree Japan Hedged Equity Fund shares in Q1 2018, an estimated $516K.
Woodmont Investment Counsel first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2015 and held it in 11 quarters.
Woodmont Investment Counsel's WisdomTree Japan Hedged Equity Fund position peaked at $3.04M in Q3 2016.
330 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2018.

Based on Woodmont Investment Counsel's 13F filing for Q1 2018, filed 14 May 2018.