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HL Financial Services’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

HL Financial Services’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
2014
Q2 		– Sell
-7,919
Closed -$375K – 671
2014
Q1 		$375K Sell
7,919
-2,065
-21% -$98.3K 0.01% 467
2013
Q4 		$507K Sell
9,984
-3,394
-25% -$165K 0.02% 381
2013
Q3 		$641K Buy
13,378
+5,268
+65% +$247K 0.02% 302
2013
Q2 		$370K Buy
+8,110
New +$379K 0.01% 391

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

HL Financial Services's DXJ Position: Q2 2014 in Review

HL Financial Services sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2014, closing a stake of 7,919 shares — an estimated $375K sold.

HL Financial Services first reported a position in DXJ in Q2 2013 and held it in 4 quarters. The position peaked at $641K in Q3 2013. 268 funds tracked by Wall St. Rank hold DXJ as of Q2 2014.

  • HL Financial Services reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2014 after selling out during the quarter.
  • HL Financial Services sold 7,919 WisdomTree Japan Hedged Equity Fund shares in Q2 2014, an estimated $375K.
  • HL Financial Services first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2013 and held it in 4 quarters.
  • HL Financial Services's WisdomTree Japan Hedged Equity Fund position peaked at $641K in Q3 2013.
  • 268 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2014.

Based on HL Financial Services's 13F filing for Q2 2014, filed 1 Aug 2014.