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

Excalibur 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
2016
Q1 		– Sell
-4,467
Closed -$224K – 72
2015
Q4 		$224K Buy
+4,467
New +$238K 0.21% 64

Other funds holding DXJ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
IL
Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return

Excalibur Management's DXJ Position: Q1 2016 in Review

Excalibur Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2016, closing a stake of 4,467 shares — an estimated $224K sold.

Excalibur Management first reported a position in DXJ in Q4 2015 and held it in 1 quarter. The position peaked at $224K in Q4 2015. 300 funds tracked by Wall St. Rank hold DXJ as of Q1 2016.

  • Excalibur Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2016 after selling out during the quarter.
  • Excalibur Management sold 4,467 WisdomTree Japan Hedged Equity Fund shares in Q1 2016, an estimated $224K.
  • Excalibur Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2015 and held it in 1 quarter.
  • Excalibur Management's WisdomTree Japan Hedged Equity Fund position peaked at $224K in Q4 2015.
  • 300 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2016.

Based on Excalibur Management's 13F filing for Q1 2016, filed 25 Apr 2016.