New England Securities’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

New England Securities’s Portfolio HEDJ Stock Details HEDJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$487K	Buy	17,502 +17,152	+4,901%	+$485K	0.17%	151
2014 Q3	$10K	Sell	350 -1,222	-78%	-$35.2K	﹤0.01%	1098
2014 Q2	$46K	Hold	1,572	–	–	0.02%	635
2014 Q1	$44K	Hold	1,572	–	–	0.02%	597
2013 Q4	$44K	Buy	1,572 +632	+67%	+$17.2K	0.02%	570
2013 Q3	$25K	Buy	+940	New	+$24.2K	0.01%	699

Other funds holding HEDJ

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

New England Securities increased its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 4,901% in Q4 2014, buying an estimated $485K and bringing the position to 17,502 shares worth $487K. The position accounts for 0.17% of the portfolio, ranked #151.

New England Securities first reported a position in HEDJ in Q3 2013 and has held it in 6 quarters since. 186 funds tracked by Wall St. Rank hold HEDJ as of Q4 2014.

New England Securities held 17,502 shares of WisdomTree Europe Hedged Equity Fund worth $487K as of Q4 2014.
New England Securities bought 17,152 WisdomTree Europe Hedged Equity Fund shares in Q4 2014, an estimated $485K.
WisdomTree Europe Hedged Equity Fund made up 0.17% of New England Securities's portfolio in Q4 2014, its #151 holding.
New England Securities first reported a position in WisdomTree Europe Hedged Equity Fund in Q3 2013 and has held it in 6 quarters since.
186 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2014.

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