EDRS
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Edmond de Rothschild (Suisse)’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Edmond de Rothschild (Suisse)’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
2016
Q3 		$25K Buy
+593
New +$24.6K 0.01% 374
2016
Q1 		– Sell
-463
Closed -$23K – 386
2015
Q4 		$23K Buy
+463
New +$24.6K 0.01% 304

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IL
Investure LLC Charlottesville, Virginia $1.6B AUM 22.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

Edmond de Rothschild (Suisse)'s DXJ Position: Q3 2016 in Review

Edmond de Rothschild (Suisse) opened a new position in WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2016: 593 shares worth $25K. The stake represents 0.01% of the portfolio and ranks #374 among its holdings. This is a return to the name: Edmond de Rothschild (Suisse) previously reported a position in DXJ as recently as Q4 2015.

Edmond de Rothschild (Suisse) first reported a position in DXJ in Q4 2015 and has held it in 2 quarters since. 274 funds tracked by Wall St. Rank hold DXJ as of Q3 2016.

  • Edmond de Rothschild (Suisse) held 593 shares of WisdomTree Japan Hedged Equity Fund worth $25K as of Q3 2016.
  • WisdomTree Japan Hedged Equity Fund was a new Edmond de Rothschild (Suisse) position in Q3 2016.
  • WisdomTree Japan Hedged Equity Fund made up 0.01% of Edmond de Rothschild (Suisse)'s portfolio in Q3 2016, its #374 holding.
  • Edmond de Rothschild (Suisse) first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2015 and has held it in 2 quarters since.
  • 274 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2016.

Based on Edmond de Rothschild (Suisse)'s 13F filing for Q3 2016, filed 14 Nov 2016.