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Nadler Financial Group’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Nadler Financial 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
Q3 		– Sell
-4,700
Closed -$232K – 80
2014
Q2 		$232K Sell
4,700
-700
-13% -$33.1K 0.15% 60
2014
Q1 		$256K Buy
+5,400
New +$257K 0.17% 58

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
IL
Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return

Nadler Financial Group's DXJ Position: Q3 2014 in Review

Nadler Financial Group sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2014, closing a stake of 4,700 shares — an estimated $232K sold.

Nadler Financial Group first reported a position in DXJ in Q1 2014 and held it in 2 quarters. The position peaked at $256K in Q1 2014. 289 funds tracked by Wall St. Rank hold DXJ as of Q3 2014.

  • Nadler Financial Group reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2014 after selling out during the quarter.
  • Nadler Financial Group sold 4,700 WisdomTree Japan Hedged Equity Fund shares in Q3 2014, an estimated $232K.
  • Nadler Financial Group first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2014 and held it in 2 quarters.
  • Nadler Financial Group's WisdomTree Japan Hedged Equity Fund position peaked at $256K in Q1 2014.
  • 289 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2014.

Based on Nadler Financial Group's 13F filing for Q3 2014, filed 31 Oct 2014.