Advisor Group’s WisdomTree Middle East Dividend Fund GULF Stock Holding History

Advisor Group’s Portfolio GULF Stock Details GULF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$180K	Sell	8,993 -334	-4%	-$6.54K	﹤0.01%	2478
2019 Q3	$183K	Sell	9,327 -2,788	-23%	-$56.8K	﹤0.01%	2386
2019 Q2	$247K	Sell	12,115 -3,012	-20%	-$62.5K	﹤0.01%	2143
2019 Q1	$305K	Sell	15,127 -8,733	-37%	-$172K	﹤0.01%	1960
2018 Q4	$447K	Buy	23,860 +3,212	+16%	+$60.3K	﹤0.01%	1483
2018 Q3	$391K	Buy	20,648 +15,018	+267%	+$289K	﹤0.01%	1649
2018 Q2	$109K	Buy	5,630 +5,430	+2,715%	+$104K	﹤0.01%	2465
2018 Q1	$4K	Buy	+200	New	+$3.68K	﹤0.01%	4531

Other funds holding GULF

Cabana LLC Fayetteville, Arkansas $13.3M AUM 22.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisor Group's GULF Position: Q4 2019 in Review

Advisor Group reduced its WisdomTree Middle East Dividend Fund (GULF) stake by 3.6% in Q4 2019, selling an estimated $6.54K and leaving 8,993 shares worth $180K. The position accounts for ﹤0.01% of the portfolio, ranked #2478.

Advisor Group first reported a position in GULF in Q1 2018 and has held it in 8 quarters since. The position peaked at $447K in Q4 2018. 14 funds tracked by Wall St. Rank hold GULF as of Q4 2019.

Advisor Group held 8,993 shares of WisdomTree Middle East Dividend Fund worth $180K as of Q4 2019.
Advisor Group sold 334 WisdomTree Middle East Dividend Fund shares in Q4 2019, an estimated $6.54K.
WisdomTree Middle East Dividend Fund made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2478 holding.
Advisor Group first reported a position in WisdomTree Middle East Dividend Fund in Q1 2018 and has held it in 8 quarters since.
Advisor Group's WisdomTree Middle East Dividend Fund position peaked at $447K in Q4 2018.
14 funds tracked by Wall St. Rank held WisdomTree Middle East Dividend Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.