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Bartlett & Co’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Bartlett & Co’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
-64
Closed -$3K – 711
2013
Q3 		$3K Sell
64
-337
-84% -$15.8K ﹤0.01% 684
2013
Q2 		$18K Buy
+401
New +$18.7K ﹤0.01% 526

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
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Bartlett & Co's DXJ Position: Q4 2013 in Review

Bartlett & Co sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2013, closing a stake of 64 shares — an estimated $3K sold.

Bartlett & Co first reported a position in DXJ in Q2 2013 and held it in 2 quarters. The position peaked at $18K in Q2 2013. 319 funds tracked by Wall St. Rank hold DXJ as of Q4 2013.

  • Bartlett & Co reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2013 after selling out during the quarter.
  • Bartlett & Co sold 64 WisdomTree Japan Hedged Equity Fund shares in Q4 2013, an estimated $3K.
  • Bartlett & Co first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2013 and held it in 2 quarters.
  • Bartlett & Co's WisdomTree Japan Hedged Equity Fund position peaked at $18K in Q2 2013.
  • 319 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2013.

Based on Bartlett & Co's 13F filing for Q4 2013, filed 5 Feb 2014.