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Cobiz Wealth’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Cobiz Wealth’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
-966
Closed -$15K – 182
2013
Q2 		$15K Buy
+966
New +$15K ﹤0.01% 247

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 $1.89T 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
PI
PineBridge Investments New York $12.1B AUM 33.46% 1-Year Est. Return

Cobiz Wealth's DXJ Position: Q3 2013 in Review

Cobiz Wealth sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2013, closing a stake of 966 shares — an estimated $15K sold.

Cobiz Wealth first reported a position in DXJ in Q2 2013 and held it in 1 quarter. The position peaked at $15K in Q2 2013. 275 funds tracked by Wall St. Rank hold DXJ as of Q3 2013.

  • Cobiz Wealth reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2013 after selling out during the quarter.
  • Cobiz Wealth sold 966 WisdomTree Japan Hedged Equity Fund shares in Q3 2013, an estimated $15K.
  • Cobiz Wealth first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2013 and held it in 1 quarter.
  • Cobiz Wealth's WisdomTree Japan Hedged Equity Fund position peaked at $15K in Q2 2013.
  • 275 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.