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Baltimore-Washington Financial Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Baltimore-Washington Financial 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
2014
Q3 		– Sell
-455
Closed -$22K – 299
2014
Q2 		$22K Hold
455
– – 0.01% 207
2014
Q1 		$22K Sell
455
-1,384
-75% -$65.9K 0.01% 173
2013
Q4 		$93K Buy
+1,839
New +$89.4K 0.03% 131

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
IL
Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return

Baltimore-Washington Financial Advisors's DXJ Position: Q3 2014 in Review

Baltimore-Washington Financial Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2014, closing a stake of 455 shares — an estimated $22K sold.

Baltimore-Washington Financial Advisors first reported a position in DXJ in Q4 2013 and held it in 3 quarters. The position peaked at $93K in Q4 2013. 288 funds tracked by Wall St. Rank hold DXJ as of Q3 2014.

  • Baltimore-Washington Financial Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2014 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 455 WisdomTree Japan Hedged Equity Fund shares in Q3 2014, an estimated $22K.
  • Baltimore-Washington Financial Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2013 and held it in 3 quarters.
  • Baltimore-Washington Financial Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $93K in Q4 2013.
  • 288 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2014.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q3 2014, filed 29 Oct 2014.