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Rockefeller Financial Services’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Rockefeller Financial Services’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
2015
Q4 		– Sell
-17,874
Closed -$870K – 545
2015
Q3 		$870K Buy
+17,874
New +$967K 0.02% 200

Other funds holding DXJ

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Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Rockefeller Financial Services's DXJ Position: Q4 2015 in Review

Rockefeller Financial Services sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2015, closing a stake of 17,874 shares — an estimated $870K sold.

Rockefeller Financial Services first reported a position in DXJ in Q3 2015 and held it in 1 quarter. The position peaked at $870K in Q3 2015. 357 funds tracked by Wall St. Rank hold DXJ as of Q4 2015.

  • Rockefeller Financial Services reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2015 after selling out during the quarter.
  • Rockefeller Financial Services sold 17,874 WisdomTree Japan Hedged Equity Fund shares in Q4 2015, an estimated $870K.
  • Rockefeller Financial Services first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2015 and held it in 1 quarter.
  • Rockefeller Financial Services's WisdomTree Japan Hedged Equity Fund position peaked at $870K in Q3 2015.
  • 357 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2015.

Based on Rockefeller Financial Services's 13F filing for Q4 2015, filed 3 Feb 2016.