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Ronald Blue & Co’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Ronald Blue & Co’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
-54,798
Closed -$2.67M – 223
2015
Q3 		$2.67M Buy
+54,798
New +$2.96M 0.14% 25

Other funds holding DXJ

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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

Ronald Blue & Co's DXJ Position: Q4 2015 in Review

Ronald Blue & Co sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2015, closing a stake of 54,798 shares — an estimated $2.67M sold.

Ronald Blue & Co first reported a position in DXJ in Q3 2015 and held it in 1 quarter. The position peaked at $2.67M in Q3 2015. 358 funds tracked by Wall St. Rank hold DXJ as of Q4 2015.

  • Ronald Blue & Co reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2015 after selling out during the quarter.
  • Ronald Blue & Co sold 54,798 WisdomTree Japan Hedged Equity Fund shares in Q4 2015, an estimated $2.67M.
  • Ronald Blue & Co first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2015 and held it in 1 quarter.
  • Ronald Blue & Co's WisdomTree Japan Hedged Equity Fund position peaked at $2.67M in Q3 2015.
  • 358 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2015.

Based on Ronald Blue & Co's 13F filing for Q4 2015, filed 11 Feb 2016.