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Torch Wealth Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Torch Wealth Management’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
-250
Closed -$12K – 265
2014
Q1 		$12K Sell
250
-324
-56% -$15.4K 0.01% 243
2013
Q4 		$29K Buy
+574
New +$27.9K 0.02% 175

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

Torch Wealth Management's DXJ Position: Q2 2014 in Review

Torch Wealth Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2014, closing a stake of 250 shares — an estimated $12K sold.

Torch Wealth Management first reported a position in DXJ in Q4 2013 and held it in 2 quarters. The position peaked at $29K in Q4 2013. 268 funds tracked by Wall St. Rank hold DXJ as of Q2 2014.

  • Torch Wealth Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2014 after selling out during the quarter.
  • Torch Wealth Management sold 250 WisdomTree Japan Hedged Equity Fund shares in Q2 2014, an estimated $12K.
  • Torch Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2013 and held it in 2 quarters.
  • Torch Wealth Management's WisdomTree Japan Hedged Equity Fund position peaked at $29K in Q4 2013.
  • 268 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2014.

Based on Torch Wealth Management's 13F filing for Q2 2014, filed 23 Jul 2014.