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Cahill Financial Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Cahill 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
2015
Q3 		– Sell
-6,454
Closed -$370K – 107
2015
Q2 		$370K Buy
+6,454
New +$374K 0.28% 81

Other funds holding DXJ

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cahill Financial Advisors's DXJ Position: Q3 2015 in Review

Cahill Financial Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2015, closing a stake of 6,454 shares — an estimated $370K sold.

Cahill Financial Advisors first reported a position in DXJ in Q2 2015 and held it in 1 quarter. The position peaked at $370K in Q2 2015. 357 funds tracked by Wall St. Rank hold DXJ as of Q3 2015.

  • Cahill Financial Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2015 after selling out during the quarter.
  • Cahill Financial Advisors sold 6,454 WisdomTree Japan Hedged Equity Fund shares in Q3 2015, an estimated $370K.
  • Cahill Financial Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2015 and held it in 1 quarter.
  • Cahill Financial Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $370K in Q2 2015.
  • 357 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2015.

Based on Cahill Financial Advisors's 13F filing for Q3 2015, filed 16 Nov 2015.