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Sterne Agee Group’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Sterne Agee 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
2015
Q1 		$2.09M Buy
37,976
+2,532
+7% +$132K 0.31% 98
2014
Q4 		$1.75M Buy
35,444
+24,297
+218% +$1.27M 0.27% 118
2014
Q3 		$583K Buy
+11,147
New +$561K 0.09% 238

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Sterne Agee Group's DXJ Position: Q1 2015 in Review

Sterne Agee Group increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 7.1% in Q1 2015, buying an estimated $132K and bringing the position to 37,976 shares worth $2.09M. The position accounts for 0.31% of the portfolio, ranked #98.

Sterne Agee Group first reported a position in DXJ in Q3 2014 and has held it in 3 quarters since. 358 funds tracked by Wall St. Rank hold DXJ as of Q1 2015.

  • Sterne Agee Group held 37,976 shares of WisdomTree Japan Hedged Equity Fund worth $2.09M as of Q1 2015.
  • Sterne Agee Group bought 2,532 WisdomTree Japan Hedged Equity Fund shares in Q1 2015, an estimated $132K.
  • WisdomTree Japan Hedged Equity Fund made up 0.31% of Sterne Agee Group's portfolio in Q1 2015, its #98 holding.
  • Sterne Agee Group first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2014 and has held it in 3 quarters since.
  • 358 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2015.

Based on Sterne Agee Group's 13F filing for Q1 2015, filed 13 May 2015.