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New England Investment & Retirement Group’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

New England Investment & Retirement 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
2013
Q3 		– Sell
-73,926
Closed -$3.37M – 56
2013
Q2 		$3.37M Buy
+73,926
New +$3.45M 2.12% 15

Other funds holding DXJ

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return

New England Investment & Retirement Group's DXJ Position: Q3 2013 in Review

New England Investment & Retirement Group sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2013, closing a stake of 73,926 shares — an estimated $3.37M sold.

New England Investment & Retirement Group first reported a position in DXJ in Q2 2013 and held it in 1 quarter. The position peaked at $3.37M in Q2 2013. 275 funds tracked by Wall St. Rank hold DXJ as of Q3 2013.

  • New England Investment & Retirement Group reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2013 after selling out during the quarter.
  • New England Investment & Retirement Group sold 73,926 WisdomTree Japan Hedged Equity Fund shares in Q3 2013, an estimated $3.37M.
  • New England Investment & Retirement Group first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2013 and held it in 1 quarter.
  • New England Investment & Retirement Group's WisdomTree Japan Hedged Equity Fund position peaked at $3.37M in Q2 2013.
  • 275 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2013.

Based on New England Investment & Retirement Group's 13F filing for Q3 2013, filed 15 Nov 2013.