UFA
DXJ icon

US Financial Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

US Financial Advisors’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 		– Sell
-240
Closed -$12K – 373
2014
Q4 		$12K Buy
+240
New +$12.5K 0.01% 230

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

US Financial Advisors's DXJ Position: Q1 2015 in Review

US Financial Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2015, closing a stake of 240 shares — an estimated $12K sold.

US Financial Advisors first reported a position in DXJ in Q4 2014 and held it in 1 quarter. The position peaked at $12K in Q4 2014. 358 funds tracked by Wall St. Rank hold DXJ as of Q1 2015.

  • US Financial Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2015 after selling out during the quarter.
  • US Financial Advisors sold 240 WisdomTree Japan Hedged Equity Fund shares in Q1 2015, an estimated $12K.
  • US Financial Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2014 and held it in 1 quarter.
  • US Financial Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $12K in Q4 2014.
  • 358 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2015.

Based on US Financial Advisors's 13F filing for Q1 2015, filed 1 May 2015.