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Regal Investment Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Regal Investment Advisors’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
-476
Closed -$23K – 911
2014
Q1 		$23K Sell
476
-84
-15% -$4K 0.01% 478
2013
Q4 		$28K Buy
560
+538
+2,445% +$26.1K 0.02% 388
2013
Q3 		$1K Hold
22
– – ﹤0.01% 830
2013
Q2 		$1K Buy
+22
New +$1.03K ﹤0.01% 837

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

Regal Investment Advisors's DXJ Position: Q2 2014 in Review

Regal Investment Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2014, closing a stake of 476 shares — an estimated $23K sold.

Regal Investment Advisors first reported a position in DXJ in Q2 2013 and held it in 4 quarters. The position peaked at $28K in Q4 2013. 268 funds tracked by Wall St. Rank hold DXJ as of Q2 2014.

  • Regal Investment Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 476 WisdomTree Japan Hedged Equity Fund shares in Q2 2014, an estimated $23K.
  • Regal Investment Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2013 and held it in 4 quarters.
  • Regal Investment Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $28K in Q4 2013.
  • 268 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2014.

Based on Regal Investment Advisors's 13F filing for Q2 2014, filed 4 Aug 2014.