BP
DXJ icon

Banyan Partners’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Banyan Partners’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
2013
Q4 		– Sell
-15,525
Closed -$248K – 414
2013
Q3 		$248K Buy
+15,525
New +$243K 0.02% 288

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $72.7B AUM 39.36% 1-Year Est. Return

Banyan Partners's DXJ Position: Q4 2013 in Review

Banyan Partners sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2013, closing a stake of 15,525 shares — an estimated $248K sold.

Banyan Partners first reported a position in DXJ in Q3 2013 and held it in 1 quarter. The position peaked at $248K in Q3 2013. 320 funds tracked by Wall St. Rank hold DXJ as of Q4 2013.

  • Banyan Partners reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2013 after selling out during the quarter.
  • Banyan Partners sold 15,525 WisdomTree Japan Hedged Equity Fund shares in Q4 2013, an estimated $248K.
  • Banyan Partners first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2013 and held it in 1 quarter.
  • Banyan Partners's WisdomTree Japan Hedged Equity Fund position peaked at $248K in Q3 2013.
  • 320 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2013.

Based on Banyan Partners's 13F filing for Q4 2013, filed 12 Feb 2014.