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

OTA 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
Q1 		$1.72M Buy
+36,311
New +$1.73M 1.64% 14
2013
Q3 		– Sell
-115,338
Closed -$5.26M – 81
2013
Q2 		$5.26M Buy
+115,338
New +$5.39M 2.42% 9

Other funds holding DXJ

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OTA Financial Group's DXJ Position: Q1 2014 in Review

OTA Financial Group opened a new position in WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2014: 36,311 shares worth $1.72M. The stake represents 1.64% of the portfolio and ranks #14 among its holdings. This is a return to the name: OTA Financial Group previously reported a position in DXJ as recently as Q2 2013.

OTA Financial Group first reported a position in DXJ in Q2 2013 and has held it in 2 quarters since. The position peaked at $5.26M in Q2 2013. 294 funds tracked by Wall St. Rank hold DXJ as of Q1 2014.

  • OTA Financial Group held 36,311 shares of WisdomTree Japan Hedged Equity Fund worth $1.72M as of Q1 2014.
  • WisdomTree Japan Hedged Equity Fund was a new OTA Financial Group position in Q1 2014.
  • WisdomTree Japan Hedged Equity Fund made up 1.64% of OTA Financial Group's portfolio in Q1 2014, its #14 holding.
  • OTA Financial Group first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2013 and has held it in 2 quarters since.
  • OTA Financial Group's WisdomTree Japan Hedged Equity Fund position peaked at $5.26M in Q2 2013.
  • 294 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2014.

Based on OTA Financial Group's 13F filing for Q1 2014, filed 30 Apr 2014.