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Lombard Odier & Cie (Canada)’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Lombard Odier & Cie (Canada)’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
Q4 		– Sell
-8,600
Closed -$450K – 122
2014
Q3 		$450K Buy
+8,600
New +$433K 0.29% 68
2014
Q1 		– Sell
-7,500
Closed -$381K – 162
2013
Q4 		$381K Buy
+7,500
New +$365K 0.37% 49

Other funds holding DXJ

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 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

Lombard Odier & Cie (Canada)'s DXJ Position: Q4 2014 in Review

Lombard Odier & Cie (Canada) sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2014, closing a stake of 8,600 shares — an estimated $450K sold.

Lombard Odier & Cie (Canada) first reported a position in DXJ in Q4 2013 and held it in 2 quarters. The position peaked at $450K in Q3 2014. 331 funds tracked by Wall St. Rank hold DXJ as of Q4 2014.

  • Lombard Odier & Cie (Canada) reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2014 after selling out during the quarter.
  • Lombard Odier & Cie (Canada) sold 8,600 WisdomTree Japan Hedged Equity Fund shares in Q4 2014, an estimated $450K.
  • Lombard Odier & Cie (Canada) first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2013 and held it in 2 quarters.
  • Lombard Odier & Cie (Canada)'s WisdomTree Japan Hedged Equity Fund position peaked at $450K in Q3 2014.
  • 331 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2014.

Based on Lombard Odier & Cie (Canada)'s 13F filing for Q4 2014, filed 13 Feb 2015.