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King Wealth Management Group’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

King Wealth Management Group’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
-6,447
Closed -$305K – 107
2014
Q1 		$305K Sell
6,447
-433
-6% -$20.6K 0.21% 68
2013
Q4 		$350K Buy
+6,880
New +$334K 0.2% 86

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

King Wealth Management Group's DXJ Position: Q2 2014 in Review

King Wealth Management Group sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2014, closing a stake of 6,447 shares — an estimated $305K sold.

King Wealth Management Group first reported a position in DXJ in Q4 2013 and held it in 2 quarters. The position peaked at $350K in Q4 2013. 268 funds tracked by Wall St. Rank hold DXJ as of Q2 2014.

  • King Wealth Management Group reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2014 after selling out during the quarter.
  • King Wealth Management Group sold 6,447 WisdomTree Japan Hedged Equity Fund shares in Q2 2014, an estimated $305K.
  • King Wealth Management Group first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2013 and held it in 2 quarters.
  • King Wealth Management Group's WisdomTree Japan Hedged Equity Fund position peaked at $350K in Q4 2013.
  • 268 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2014.

Based on King Wealth Management Group's 13F filing for Q2 2014, filed 13 Aug 2014.