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	124,972 +30,563	+32%	+$1.6M	0.11%	238
2014 Q3	$4.94M	Buy	94,409 +6,541	+7%	+$329K	0.09%	271
2014 Q2	$4.33M	Sell	87,868 -60,553	-41%	-$2.87M	0.08%	317
2014 Q1	$7.02M	Sell	148,421 -32,443	-18%	-$1.55M	0.13%	170
2013 Q4	$9.19M	Buy	180,864 +30,806	+21%	+$1.5M	0.15%	160
2013 Q3	$7.19M	Sell	150,058 -27,734	-16%	-$1.3M	0.14%	179
2013 Q2	$8.11M	Buy	+177,792	New	+$8.31M	0.17%	151

Other funds holding DXJ

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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 $7.56B AUM 23.82% 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 124,972 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 124,972 shares of WisdomTree Japan Hedged Equity Fund worth $6.15M as of Q4 2014.
Placemark Investments bought 30,563 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.