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Berkshire Money Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Berkshire Money 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
2014
Q1 		– Sell
-163,837
Closed -$8.33M – 17
2013
Q4 		$8.33M Buy
163,837
+5,425
+3% +$264K 3.05% 9
2013
Q3 		$7.59M Buy
+158,412
New +$7.43M 3.3% 10

Other funds holding DXJ

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 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 $344B AUM 42.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Berkshire Money Management's DXJ Position: Q1 2014 in Review

Berkshire Money Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2014, closing a stake of 163,837 shares — an estimated $8.33M sold.

Berkshire Money Management first reported a position in DXJ in Q3 2013 and held it in 2 quarters. The position peaked at $8.33M in Q4 2013. 295 funds tracked by Wall St. Rank hold DXJ as of Q1 2014.

  • Berkshire Money Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2014 after selling out during the quarter.
  • Berkshire Money Management sold 163,837 WisdomTree Japan Hedged Equity Fund shares in Q1 2014, an estimated $8.33M.
  • Berkshire Money Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2013 and held it in 2 quarters.
  • Berkshire Money Management's WisdomTree Japan Hedged Equity Fund position peaked at $8.33M in Q4 2013.
  • 295 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2014.

Based on Berkshire Money Management's 13F filing for Q1 2014, filed 23 Apr 2014.