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	-26,100	Closed	-$516K	–	175
2017 Q4	$516K	Sell	26,100 -1,500	-5%	-$28.9K	0.13%	135
2017 Q3	$503K	Sell	27,600 -9,600	-26%	-$168K	0.14%	131
2017 Q2	$645K	Sell	37,200 -103,920	-74%	-$1.77M	0.18%	111
2017 Q1	$2.33M	Hold	141,120	–	–	0.68%	50
2016 Q4	$2.33M	Sell	141,120 -71,175	-34%	-$1.11M	0.67%	50
2016 Q3	$3.04M	Buy	212,295 +5,820	+3%	+$80.6K	0.87%	33
2016 Q2	$2.67M	Buy	206,475 +206,175	+68,725%	+$2.9M	0.8%	37
2016 Q1	$4K	Hold	300	–	–	﹤0.01%	468
2015 Q4	$5K	Hold	300	–	–	﹤0.01%	464
2015 Q3	$5K	Hold	300	–	–	﹤0.01%	462
2015 Q2	$6K	Buy	+300	New	+$5.8K	﹤0.01%	459

Other funds holding DXJ

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

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

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 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 26,100 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 26,100 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.