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

CapWealth 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
2013
Q3 		– Sell
-27
Closed -$1K – 443
2013
Q2 		$1K Buy
+27
New +$1.26K ﹤0.01% 415

Other funds holding DXJ

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return

CapWealth Advisors's DXJ Position: Q3 2013 in Review

CapWealth Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2013, closing a stake of 27 shares — an estimated $1K sold.

CapWealth Advisors first reported a position in DXJ in Q2 2013 and held it in 1 quarter. The position peaked at $1K in Q2 2013. 275 funds tracked by Wall St. Rank hold DXJ as of Q3 2013.

  • CapWealth Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2013 after selling out during the quarter.
  • CapWealth Advisors sold 27 WisdomTree Japan Hedged Equity Fund shares in Q3 2013, an estimated $1K.
  • CapWealth Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2013 and held it in 1 quarter.
  • CapWealth Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $1K in Q2 2013.
  • 275 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2013.

Based on CapWealth Advisors's 13F filing for Q3 2013, filed 13 Nov 2013.