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Northeast Investment Management’s WisdomTree WT Stock Holding History

Northeast Investment Management’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
Q2 		– Sell
-81,950
Closed -$1.07M – 182
2014
Q1 		$1.07M Buy
81,950
+30,600
+60% +$467K 0.11% 99
2013
Q4 		$909K Buy
+51,350
New +$731K 0.1% 100

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TCM
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KCM
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BA
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BIT
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PCM
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Northeast Investment Management's WT Position: Q2 2014 in Review

Northeast Investment Management sold out of WisdomTree (WT) in Q2 2014, closing a stake of 81,950 shares — an estimated $1.07M sold.

Northeast Investment Management first reported a position in WT in Q4 2013 and held it in 2 quarters. The position peaked at $1.07M in Q1 2014. 188 funds tracked by Wall St. Rank hold WT as of Q2 2014.

  • Northeast Investment Management reported no remaining WisdomTree position as of Q2 2014 after selling out during the quarter.
  • Northeast Investment Management sold 81,950 WisdomTree shares in Q2 2014, an estimated $1.07M.
  • Northeast Investment Management first reported a position in WisdomTree in Q4 2013 and held it in 2 quarters.
  • Northeast Investment Management's WisdomTree position peaked at $1.07M in Q1 2014.
  • 188 funds tracked by Wall St. Rank held WisdomTree as of Q2 2014.

Based on Northeast Investment Management's 13F filing for Q2 2014, filed 13 Aug 2014.