UBS
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UBS’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

UBS’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 		$10.7M Sell
615,300
-1,200
-0.2% -$20.1K 0.01% 1397
2014
Q2 		$10.1M Buy
616,500
+547,386
+792% +$8.64M 0.01% 1355
2014
Q1 		$1.09M Sell
69,114
-332,286
-83% -$5.28M ﹤0.01% 3406
2013
Q4 		$6.8M Sell
401,400
-2,857,500
-88% -$46.3M 0.01% 1589
2013
Q3 		$52.1M Buy
3,258,900
+2,897,100
+801% +$45.3M 0.05% 331
2013
Q2 		$5.5M Buy
+361,800
New +$5.63M 0.01% 1533

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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RiverFront Investment Group
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Investure LLC
Investure LLC Charlottesville, Virginia $1.6B AUM 22.38% 1-Year Est. Return
Psagot Value Holdings
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

UBS's DXJ Position: Q3 2014 in Review

UBS increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 9% in Q3 2014, buying an estimated $20.5M and bringing the position to 14,815,176 shares worth $258M. The position accounts for 0.19% of the portfolio, ranked #109.

UBS first reported a position in DXJ in Q2 2013 and has held it in 6 quarters since. 289 funds tracked by Wall St. Rank hold DXJ as of Q3 2014.

  • UBS held 14,815,176 shares of WisdomTree Japan Hedged Equity Fund worth $258M as of Q3 2014.
  • UBS bought 1,220,232 WisdomTree Japan Hedged Equity Fund shares in Q3 2014, an estimated $20.5M.
  • WisdomTree Japan Hedged Equity Fund made up 0.19% of UBS's portfolio in Q3 2014, its #109 holding.
  • UBS first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2013 and has held it in 6 quarters since.
  • 289 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.