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FundX Investment Group’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

FundX Investment Group’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
Q4 		– Sell
-132,459
Closed -$6.45M – 22
2015
Q3 		$6.45M Buy
132,459
+11,792
+10% +$638K 3.17% 9
2015
Q2 		$6.9M Buy
+120,667
New +$7M 2.86% 10

Other funds holding DXJ

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

FundX Investment Group's DXJ Position: Q4 2015 in Review

FundX Investment Group sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2015, closing a stake of 132,459 shares — an estimated $6.45M sold.

FundX Investment Group first reported a position in DXJ in Q2 2015 and held it in 2 quarters. The position peaked at $6.9M in Q2 2015. 358 funds tracked by Wall St. Rank hold DXJ as of Q4 2015.

  • FundX Investment Group reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2015 after selling out during the quarter.
  • FundX Investment Group sold 132,459 WisdomTree Japan Hedged Equity Fund shares in Q4 2015, an estimated $6.45M.
  • FundX Investment Group first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2015 and held it in 2 quarters.
  • FundX Investment Group's WisdomTree Japan Hedged Equity Fund position peaked at $6.9M in Q2 2015.
  • 358 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2015.

Based on FundX Investment Group's 13F filing for Q4 2015, filed 10 Feb 2016.