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Allen Investment Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Allen Investment Management’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
2016
Q2 		– Sell
-9,440
Closed -$413K – 224
2016
Q1 		$413K Buy
+9,440
New +$417K 0.03% 145

Other funds holding DXJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
IL
Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

Allen Investment Management's DXJ Position: Q2 2016 in Review

Allen Investment Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2016, closing a stake of 9,440 shares — an estimated $413K sold.

Allen Investment Management first reported a position in DXJ in Q1 2016 and held it in 1 quarter. The position peaked at $413K in Q1 2016. 282 funds tracked by Wall St. Rank hold DXJ as of Q2 2016.

  • Allen Investment Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2016 after selling out during the quarter.
  • Allen Investment Management sold 9,440 WisdomTree Japan Hedged Equity Fund shares in Q2 2016, an estimated $413K.
  • Allen Investment Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2016 and held it in 1 quarter.
  • Allen Investment Management's WisdomTree Japan Hedged Equity Fund position peaked at $413K in Q1 2016.
  • 282 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2016.

Based on Allen Investment Management's 13F filing for Q2 2016, filed 15 Aug 2016.