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Morgan Dempsey Capital Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Morgan Dempsey Capital 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
2016
Q1 		– Sell
-429
Closed -$7K – 169
2015
Q4 		$7K Buy
+429
New +$7.61K ﹤0.01% 167

Other funds holding DXJ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
IL
Investure LLC Charlottesville, Virginia $1.6B AUM 22.38% 1-Year Est. Return

Morgan Dempsey Capital Management's DXJ Position: Q1 2016 in Review

Morgan Dempsey Capital Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2016, closing a stake of 429 shares — an estimated $7K sold.

Morgan Dempsey Capital Management first reported a position in DXJ in Q4 2015 and held it in 1 quarter. The position peaked at $7K in Q4 2015. 300 funds tracked by Wall St. Rank hold DXJ as of Q1 2016.

  • Morgan Dempsey Capital Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2016 after selling out during the quarter.
  • Morgan Dempsey Capital Management sold 429 WisdomTree Japan Hedged Equity Fund shares in Q1 2016, an estimated $7K.
  • Morgan Dempsey Capital Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2015 and held it in 1 quarter.
  • Morgan Dempsey Capital Management's WisdomTree Japan Hedged Equity Fund position peaked at $7K in Q4 2015.
  • 300 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2016.

Based on Morgan Dempsey Capital Management's 13F filing for Q1 2016, filed 9 May 2016.