New England Securities’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

New England Securities’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 Q4	$669K	Buy	13,592 +13,109	+2,714%	+$684K	0.23%	112
2014 Q3	$25K	Sell	483 -470	-49%	-$23.7K	0.01%	836
2014 Q2	$47K	Sell	953 -218	-19%	-$10.3K	0.02%	627
2014 Q1	$55K	Buy	1,171 +27	+2%	+$1.29K	0.02%	529
2013 Q4	$58K	Buy	1,144 +273	+31%	+$13.3K	0.02%	504
2013 Q3	$42K	Buy	871 +408	+88%	+$19.1K	0.02%	544
2013 Q2	$21K	Buy	+463	New	+$21.6K	0.01%	664

Other funds holding DXJ

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

New England Securities's DXJ Position: Q4 2014 in Review

New England Securities increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 2,714% in Q4 2014, buying an estimated $684K and bringing the position to 13,592 shares worth $669K. The position accounts for 0.23% of the portfolio, ranked #112.

New England Securities first reported a position in DXJ in Q2 2013 and has held it in 7 quarters since. 331 funds tracked by Wall St. Rank hold DXJ as of Q4 2014.

New England Securities held 13,592 shares of WisdomTree Japan Hedged Equity Fund worth $669K as of Q4 2014.
New England Securities bought 13,109 WisdomTree Japan Hedged Equity Fund shares in Q4 2014, an estimated $684K.
WisdomTree Japan Hedged Equity Fund made up 0.23% of New England Securities's portfolio in Q4 2014, its #112 holding.
New England Securities first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2013 and has held it in 7 quarters since.
331 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.