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WisdomTree Japan Hedged Equity Fund - DXJ

WisdomTree Japan Hedged Equity Fund - DXJ

Profile

Data Providers

Quote

  • nav ($)
    48.13
  • nav change
    0.18 / 0.4%
(As of Tuesday June 25, 2019)

Overview

  • distribution channel

    Institutional

  • ticker

    DXJ

  • category

    Japanese Funds

  • management type

    Index

  • total assets

    $2.91B

Read description

Fund Scorecard

assets
$3B
Great
flows
$6B
Poor
fees
0.48%
Average
turnover
23%
Average
performance
-9.28%
Average
manager tenure
9.1
Great

Advisors Using This Fund

Holders

ETF Holders

Filing period ending Dec. 31, 2015
There is no ETF data available to display at this time.

Balance Summary

holder

Parametric Portfolio Associates Llc

Hap Trading, Llc

Gerber Kawasaki Wealth & Investment Management

Raymond James & Associates
Mariner Wealth Advisors, Llc
Seabridge Investment Advisors Llc
Sequoia Financial Advisors, Llc

Scotia Capital Inc.

Stevens First Principles Investment Advisors
Financial Management Professionals, Inc.
Bradley Foster & Sargent Inc/ct
Alethea Capital Management, Llc
Independent Portfolio Consultants, Inc.

Ameriprise Financial Inc

Blue Edge Capital, Llc
Hanson Mcclain, Inc.
Risk Paradigm Group, Llc
Partnervest Advisory Services Llc
Commonwealth Equity Services, Inc

Coordinating Investment Fiduciary Of Raytheon Master Pension Trust

Cribstone Capital Management, Llc

Cls Investments, Llc
Bellecapital International Ltd.
Mather Group, Inc.
Main Management Llc
Efg Asset Management (Americas) Corp.
Kanawha Capital Management Llc
Hefren-Tillotson, Inc.
Raymond James Trust N.a.
Gfs Advisors, Llc

Whittier Trust Co Of Nevada Inc

Mycio Wealth Partners, Llc

Flow Traders U.s. Llc

Thompson Davis & Co., Inc.
Focused Wealth Management, Inc
361 Capital Llc
Optimum Investment Advisors
Condor Capital Management

Royal Bank Of Canada

Fiera Capital Corp

Marquette Asset Management Inc.
Waldron, Lp

Kcg Holdings, Inc.

Capital Planning Advisors, Llc
Quadrant Capital Management, Llc

Capital Fund Management S.a.

Jefferies Group Llc

Stifel Financial Corp
Rex Capital Advisors, Llc
Oarsman Capital, Inc.
Eaton Vance Management
Veritable, L.p.

Cambridge Trust Co

Old Mission Capital Llc

Brown Advisory Inc
Athena Capital Advisors Llc
Fis Group, Inc.

Perkins Coie Trust Co

Accuvest Global Advisors
Blair William & Co/il

Cibc World Markets Inc.

Efficient Market Advisors, Llc
Prentiss Smith & Co Inc

Whittier Trust Co

Employees Retirement System Of Texas

Tiedemann Wealth Management, Llc

Benjamin F. Edwards & Company, Inc.
Wolverine Asset Management Llc

Guggenheim Capital Llc

Sei Investments Co
Ifc Holdings Incorporated/fl
Cumberland Advisors Inc
New Vernon Investment Management Llc

Ausdal Financial Partners, Inc.

Mcf Advisors Llc
Tci Wealth Advisors, Inc.
Cwm, Llc
Fmr Llc
Cordasco Financial Network
Balentine Llc
Emerson Investment Management, Llc
Wespac Advisors, Llc
Alphamark Advisors, Llc

Bank Of Nova Scotia

Td Asset Management Inc
Newsquare Capital Llc

Regions Financial Corp

Evercore Wealth Management, Llc

Klingman & Associates, Llc

Blackrock Investment Management, Llc
Clear Harbor Asset Management, Llc
First Allied Advisory Services, Inc.
Lord, Abbett & Co. Llc

Haverford Trust Co

Hokanson Associates, Inc.

Clal Insurance Enterprises Holdings Ltd

Riverfront Investment Group, Llc
Hhg & Company, Llc
Lpl Financial Llc

Harel Insurance Investments & Financial Services Ltd.

Kemnay Advisory Services Inc.

Jane Street Group, Llc

Pennsylvania Trust Co

United Bank /va/

Allianz Asset Management Ag

Hudock Moyer Wealth Resources, Llc
Heritage Wealth Advisors
Global Endowment Management, Lp

Bnp Paribas Arbitrage, Sa

Massmutual Trust Co Fsb/adv

Botty Investors Llc
Callan Capital, Llc

Edmond De Rothschild (Suisse) S.a.

Compagnie Lombard, Odier Sca

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Ltd

University Of Notre Dame Du Lac

First Manhattan Co

Goldman Sachs Group Inc

First Interstate Bank

Azimuth Capital Management Llc
Kingfisher Capital Llc
Koshinski Asset Management, Inc.

Webster Bank, N. A.

Janney Capital Management Llc

Mufg Americas Holdings Corp

P-Solve Llc
Private Advisor Group, Llc

Ubs Group Ag

Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
Winslow, Evans & Crocker, Inc.
Excalibur Management Corp

Bank Of America Corp /de/

Ironsides Asset Advisors, Llc
Brinker Capital Inc

Northwestern Mutual Wealth Management Co

Blackrock Inc.
Spruce Private Investors, Llc
Holderness Investments Co

Manufacturers Life Insurance Company, The

Hatteras Funds, Llc

Hilltop Holdings Inc.

Montecito Bank & Trust

Franklin Resources Inc

Metlife Securities, Inc
Gemmer Asset Management Llc
North Star Investment Management Corp.
Wedbush Morgan Securities Inc
Clark Capital Management Group, Inc.

Federated Investors Inc /pa/

E&g Advisors, Lp

High Point Bank & Trust Co

Frigate Ventures Lp
Colony Group Llc

Bank Of New York Mellon Corp

Permanens Capital L.p.
Woodmont Investment Counsel Llc
Pt Asset Management, Llc
Ray Gerald L & Associates Ltd
Green Square Capital Llc
Madison Investment Holdings Inc
Cetera Advisor Networks Llc

Pictet & Cie (Europe) Sa

Ferguson Wellman Capital Management, Inc
Blue Bell Private Wealth Management, Llc

Hsbc Holdings Plc

Atria Investments Llc
Duncker Streett & Co Inc
Williams Jones & Associates Llc
Lakeview Capital Partners, Llc

Country Club Trust Company, N.a.

Cambridge Investment Research Advisors, Inc.
First Republic Investment Management, Inc.

Edmond De Rothschild Holding S.a.

Archford Capital Strategies, Llc
Hightower Advisors, Llc

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Ltd

Wealthtrust-Arizona, Llc
Bahl & Gaynor Inc
Lvw Advisors, Llc
Nelson, Van Denburg & Campbell Wealth Management Group, Llc
Patten Group, Inc.

Fifth Third Bancorp

Cornerstone Financial Partners, Llc

Sawtooth Asset Management, Inc.

Psagot Investment House Ltd.

Vontobel Swiss Wealth Advisors Ag
Morgan Dempsey Capital Management Llc
Choate Investment Advisors
Parallax Volatility Advisers, Llc
Newfocus Financial Group, Llc
Raymond James Financial Services Advisors, Inc.
Citigroup Inc
Krilogy Financial Llc
Inverness Counsel Inc /ny/
Investure, Llc

Jacobus Wealth Management, Inc.

Investors Capital Advisory Services

Sageworth Trust Co

Venturi Wealth Management, Llc

First National Trust Co

American International Group Inc

Next Financial Group, Inc

Bank Hapoalim Bm

Mcmillion Capital Management Inc
Winfield Associates, Inc.
Mengis Capital Management, Inc.
Bridgewater Wealth & Financial Management, Llc
Northern Trust Corp
Jnba Financial Advisors
Interocean Capital, Llc

Ladenburg Thalmann Financial Services Inc

Beck Capital Management, Llc
Cobalt Capital Management Inc
Morgan Stanley
Plante Moran Financial Advisors, Llc

Ledyard National Bank

Nomura Holdings Inc

Sg Americas Securities, Llc

Lenox Wealth Advisors, Inc.
Capital Advisors, Ltd. Llc

Connable Office Inc

Mandatum Life Insurance Co Ltd

Bessemer Group Inc

Partners Capital Investment Group Llc

Hollencrest Securities Llc

Pnc Financial Services Group, Inc.

Steinberg Global Asset Management
Aviance Capital Management, Llc
Us Bancorp \de\
Drexel Morgan & Co.

New York State Common Retirement Fund

Dorsey & Whitney Trust Co Llc

Brown Brothers Harriman & Co
Feltz Wealth Plan Inc.
Miracle Mile Advisors, Llc
Joel Isaacson & Co., Llc

Coconut Grove Bank

Harvest Capital Management Inc

Tompkins Financial Corp

Bbva Compass Bancshares, Inc

1st Global Advisors, Inc.
Oppenheimer & Co Inc
Payden & Rygel
Jfs Wealth Advisors, Llc
Thrivent Financial For Lutherans
Pinnacle Advisory Group, Inc.
Adell Harriman & Carpenter Inc

Concorde Asset Management, Llc

United Services Automobile Association

Richard Bernstein Advisors Llc
1832 Asset Management L.p.

Huntington National Bank

Mirae Asset Global Investments Co., Ltd.

Atlantic Trust Group, Llc

Captrust Financial Advisors
Assetmark, Inc
Wfg Advisors, Lp

Exane Derivatives

Tillar-Wenstrup Advisors, Llc
Stratos Wealth Partners, Ltd.
Hillview Capital Advisors, Llc

Ing Groep Nv

Verger Capital Management Llc
Edge Wealth Management Llc

South State Corp

Tower Square Investment Management, Llc

Advisory Services Network, Llc
Ipg Investment Advisors Llc

Liberty Mutual Group Asset Management Inc.

Financial Partners Capital Management Llc
Baldwin Brothers Inc/ma
Ariel Capital Advisors, Llc

Proficio Capital Partners Llc

Suntrust Banks Inc

Rothschild Investment Corp /il

Bronfman E.l. Rothschild, L.p.

State Of New Jersey Common Pension Fund D

Rathbone Brothers Plc

Susquehanna International Group, Llp

Signature Estate & Investment Advisors Llc

M&t Bank Corp

National Planning Corp
Integrated Wealth Management
Spot Trading L.l.c

Laurel Wealth Advisors, Inc.

Transamerica Financial Advisors, Inc.
Windhaven Investment Management, Inc.
Concert Wealth Management Inc.
Janney Montgomery Scott Llc
Thomas J. Herzfeld Advisors, Inc.

Pictet Bank & Trust Ltd

Barometer Capital Management Inc.
Homrich & Berg
Vantage Investment Advisors, Llc
Barry Investment Advisors, Llc

Credit Suisse Ag/

Wells Fargo & Company/mn
Cetera Advisors Llc
Winch Advisory Services, Llc
Millennium Management Llc

State Street Corp

Laffer Investments
Ngam Advisors, L.p.
Edgemoor Investment Advisors, Inc.
Para Advisors Llc
Polaris Wealth Advisers, Llc
Water Oak Advisors Llc
Capital Investment Advisors, Llc
Carroll Financial Associates, Inc.
Gofen & Glossberg Llc /il/
Lombard Odier Transatlantic, Limited Partnership
Vicus Capital
Ht Partners Llc
Baird Financial Group, Inc.
Lba Wealth Management, Llc

Progeny 3, Inc.

Welch & Forbes Llc
M&r Capital Management Inc
Signaturefd, Llc
Wbi Investments, Inc.

Consolidated Investment Group Llc

Trust Department Mb Financial Bank N A

Synovus Financial Corp

Ayalon Holdings Ltd.

Ifp Advisors, Inc

Jaffetilchin Investment Partners, Llc
Solaris Asset Management Llc
Davidson D A & Co

S&co Inc

Tiedemann Trust Co

Stillwater Capital Advisors, Llc
Kistler-Tiffany Companies, Llc
Jpmorgan Chase & Co
Rmb Capital Management, Llc
Moors & Cabot, Inc.
Bb&t Securities, Llc
American Independence Financial Services Llc
Regent Investment Management Llc

Barclays Plc

Davenport & Co Llc
Argentus Capital Management, Llc

Two Sigma Securities, Llc

Dubuque Bank & Trust Co

Gupta Wealth Management Llc
Creative Planning
Financial Architects, Inc

Analyst Ims Investment Management Services Ltd.

Banque Pictet & Cie Sa

Envestnet Asset Management Inc
    Filing period ending Dec. 31, 2015

    Assets

    Net Assets

    Total Net Assets

    $2.91B

    (Through May 2019)
    There is no Assets data available to display at this time.

    Flows

    Net Flows

    1 Year Net Flows

    $5.84B

    (Through Dec 2016)
    There is no Flow data available to display at this time.
    * BrightScope's primary source for fund flow data is the SEC Form N-SAR filing.

    Fees

    Fee Comparison

    expense ratio

    0.48%

    Average
    There is no Fee data available to display at this time.

    Turnover

    turnover

    23%

    Average
    There is no Turnover data available to display at this time.

    Performance

    Growth of 10k

    1 Year Return

    -9.28%

    There is no Performance data available to display at this time.
    Peer Group consists of 48 Japanese Funds funds distributed through Institutional channels.

    Risk

    Standard Deviation ¹ 4.79
    Sharpe Ratio ² 0.28
    R-Squared ³ 0.47
    Beta ³ 1.00
    ¹ Calculated using a 36 month sample population.
    ² Calculated using a 36 month sample population benchmarked to the U.S. 3-Month T-Bill Total Return Index.
    ³ Calculated using a 36 month sample population benchmarked to the S&P 500 Monthly Reinvest Index.

    Rank in Category

    YTD
    1y
    3y
    5y
    [rank] out of [[total]]
    Japanese Funds

    [[percentile|ordinalNumber]]

    percentile

    N/A

    There is no Rank in Category data available to display at this time

    Managers

    Current Fund Managers

    • Karen Q. Wong

      01-01-2008 - present
    • Richard A. Brown

      01-01-2008 - present
    • Thomas J. Durante

      01-01-2008 - present