GW
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GW & Wade’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

GW & Wade’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
Q1 		– Sell
-4,675
Closed -$230K – 244
2014
Q4 		$230K Buy
+4,675
New +$244K 0.06% 122

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
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

GW & Wade's DXJ Position: Q1 2015 in Review

GW & Wade sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2015, closing a stake of 4,675 shares — an estimated $230K sold.

GW & Wade first reported a position in DXJ in Q4 2014 and held it in 1 quarter. The position peaked at $230K in Q4 2014. 358 funds tracked by Wall St. Rank hold DXJ as of Q1 2015.

  • GW & Wade reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2015 after selling out during the quarter.
  • GW & Wade sold 4,675 WisdomTree Japan Hedged Equity Fund shares in Q1 2015, an estimated $230K.
  • GW & Wade first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2014 and held it in 1 quarter.
  • GW & Wade's WisdomTree Japan Hedged Equity Fund position peaked at $230K in Q4 2014.
  • 358 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2015.

Based on GW & Wade's 13F filing for Q1 2015, filed 4 May 2015.