GKWIM
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Gerber Kawasaki Wealth & Investment Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Gerber Kawasaki Wealth & Investment 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
-24,627
Closed -$1.23M – 80
2015
Q4 		$1.23M Buy
+24,627
New +$1.31M 0.83% 30

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

Gerber Kawasaki Wealth & Investment Management's DXJ Position: Q1 2016 in Review

Gerber Kawasaki Wealth & Investment Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2016, closing a stake of 24,627 shares — an estimated $1.23M sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in DXJ in Q4 2015 and held it in 1 quarter. The position peaked at $1.23M in Q4 2015. 300 funds tracked by Wall St. Rank hold DXJ as of Q1 2016.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2016 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 24,627 WisdomTree Japan Hedged Equity Fund shares in Q1 2016, an estimated $1.23M.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2015 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's WisdomTree Japan Hedged Equity Fund position peaked at $1.23M in Q4 2015.
  • 300 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2016.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q1 2016, filed 5 May 2016.