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New England Securities’s WisdomTree WT Stock Holding History

New England Securities’s Portfolio WT Stock Details WT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-250
Closed -$3K – 1768
2014
Q2 		$3K Hold
250
– – ﹤0.01% 1476
2014
Q1 		$3K Buy
+250
New +$3.82K ﹤0.01% 1440

Other funds holding WT

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Morgan Stanley
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return

New England Securities's WT Position: Q3 2014 in Review

New England Securities sold out of WisdomTree (WT) in Q3 2014, closing a stake of 250 shares — an estimated $3K sold.

New England Securities first reported a position in WT in Q1 2014 and held it in 2 quarters. The position peaked at $3K in Q2 2014. 186 funds tracked by Wall St. Rank hold WT as of Q3 2014.

  • New England Securities reported no remaining WisdomTree position as of Q3 2014 after selling out during the quarter.
  • New England Securities sold 250 WisdomTree shares in Q3 2014, an estimated $3K.
  • New England Securities first reported a position in WisdomTree in Q1 2014 and held it in 2 quarters.
  • New England Securities's WisdomTree position peaked at $3K in Q2 2014.
  • 186 funds tracked by Wall St. Rank held WisdomTree as of Q3 2014.

Based on New England Securities's 13F filing for Q3 2014, filed 5 Nov 2014.