Placemark Investments’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Placemark Investments’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	$6.15M	Buy	374,916 +91,689	+32%	+$1.6M	0.11%	238
2014 Q3	$4.94M	Buy	283,227 +19,623	+7%	+$329K	0.09%	271
2014 Q2	$4.33M	Sell	263,604 -181,659	-41%	-$2.87M	0.08%	317
2014 Q1	$7.02M	Sell	445,263 -97,329	-18%	-$1.55M	0.13%	170
2013 Q4	$9.19M	Buy	542,592 +92,418	+21%	+$1.5M	0.15%	160
2013 Q3	$7.19M	Sell	450,174 -83,202	-16%	-$1.3M	0.14%	179
2013 Q2	$8.11M	Buy	+533,376	New	+$8.31M	0.17%	151

Other funds holding DXJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Placemark Investments's DXJ Position: Q4 2014 in Review

Placemark Investments increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 32% in Q4 2014, buying an estimated $1.6M and bringing the position to 374,916 shares worth $6.15M. The position accounts for 0.11% of the portfolio, ranked #238.

Placemark Investments first reported a position in DXJ in Q2 2013 and has held it in 7 quarters since. The position peaked at $9.19M in Q4 2013. 332 funds tracked by Wall St. Rank hold DXJ as of Q4 2014.

Placemark Investments held 374,916 shares of WisdomTree Japan Hedged Equity Fund worth $6.15M as of Q4 2014.
Placemark Investments bought 91,689 WisdomTree Japan Hedged Equity Fund shares in Q4 2014, an estimated $1.6M.
WisdomTree Japan Hedged Equity Fund made up 0.11% of Placemark Investments's portfolio in Q4 2014, its #238 holding.
Placemark Investments first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2013 and has held it in 7 quarters since.
Placemark Investments's WisdomTree Japan Hedged Equity Fund position peaked at $9.19M in Q4 2013.
332 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.