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Hollow Brook Wealth Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Hollow Brook Wealth 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
2014
Q2 		– Sell
-531,240
Closed -$8.38M – 56
2014
Q1 		$8.38M Buy
531,240
+156,846
+42% +$2.49M 2.74% 15
2013
Q4 		$6.34M Buy
+374,394
New +$6.07M 2.08% 20

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
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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 $617B AUM 30.33% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Hollow Brook Wealth Management's DXJ Position: Q2 2014 in Review

Hollow Brook Wealth Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2014, closing a stake of 531,240 shares — an estimated $8.38M sold.

Hollow Brook Wealth Management first reported a position in DXJ in Q4 2013 and held it in 2 quarters. The position peaked at $8.38M in Q1 2014. 269 funds tracked by Wall St. Rank hold DXJ as of Q2 2014.

  • Hollow Brook Wealth Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2014 after selling out during the quarter.
  • Hollow Brook Wealth Management sold 531,240 WisdomTree Japan Hedged Equity Fund shares in Q2 2014, an estimated $8.38M.
  • Hollow Brook Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2013 and held it in 2 quarters.
  • Hollow Brook Wealth Management's WisdomTree Japan Hedged Equity Fund position peaked at $8.38M in Q1 2014.
  • 269 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2014.

Based on Hollow Brook Wealth Management's 13F filing for Q2 2014, filed 12 Aug 2014.