SSB
DXJ icon

Sandy Spring Bank’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Sandy Spring Bank’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
-876
Closed -$43K – 783
2014
Q2 		$43K Buy
876
+776
+776% +$36.7K 0.01% 439
2014
Q1 		$5K Buy
+100
New +$4.76K ﹤0.01% 641

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 $6.46B AUM 18.45% 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

Sandy Spring Bank's DXJ Position: Q3 2014 in Review

Sandy Spring Bank sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2014, closing a stake of 876 shares — an estimated $43K sold.

Sandy Spring Bank first reported a position in DXJ in Q1 2014 and held it in 2 quarters. The position peaked at $43K in Q2 2014. 288 funds tracked by Wall St. Rank hold DXJ as of Q3 2014.

  • Sandy Spring Bank reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2014 after selling out during the quarter.
  • Sandy Spring Bank sold 876 WisdomTree Japan Hedged Equity Fund shares in Q3 2014, an estimated $43K.
  • Sandy Spring Bank first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2014 and held it in 2 quarters.
  • Sandy Spring Bank's WisdomTree Japan Hedged Equity Fund position peaked at $43K in Q2 2014.
  • 288 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2014.

Based on Sandy Spring Bank's 13F filing for Q3 2014, filed 14 Nov 2014.