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

Geneva 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
Q4 		– Sell
-23,040
Closed -$368K – 584
2013
Q3 		$368K Buy
+23,040
New +$360K 0.01% 375

Other funds holding DXJ

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
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Geneva Advisors's DXJ Position: Q4 2013 in Review

Geneva Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2013, closing a stake of 23,040 shares — an estimated $368K sold.

Geneva Advisors first reported a position in DXJ in Q3 2013 and held it in 1 quarter. The position peaked at $368K in Q3 2013. 320 funds tracked by Wall St. Rank hold DXJ as of Q4 2013.

  • Geneva Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2013 after selling out during the quarter.
  • Geneva Advisors sold 23,040 WisdomTree Japan Hedged Equity Fund shares in Q4 2013, an estimated $368K.
  • Geneva Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2013 and held it in 1 quarter.
  • Geneva Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $368K in Q3 2013.
  • 320 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2013.

Based on Geneva Advisors's 13F filing for Q4 2013, filed 4 Feb 2014.