BFA
DXKW

Beaumont Financial Advisors’s WisdomTree Korea Hedged Equity Fund DXKW Stock Holding History

Beaumont Financial Advisors’s Portfolio DXKW Stock Details DXKW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-24,590
Closed -$516K – 157
2015
Q3 		$516K Hold
24,590
– – 0.07% 91
2015
Q2 		$516K Buy
+24,590
New +$541K 0.07% 91

Other funds holding DXKW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WPIC
White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

Beaumont Financial Advisors's DXKW Position: Q4 2015 in Review

Beaumont Financial Advisors sold out of WisdomTree Korea Hedged Equity Fund (DXKW) in Q4 2015, closing a stake of 24,590 shares — an estimated $516K sold.

Beaumont Financial Advisors first reported a position in DXKW in Q2 2015 and held it in 2 quarters. The position peaked at $516K in Q3 2015. 13 funds tracked by Wall St. Rank hold DXKW as of Q4 2015.

  • Beaumont Financial Advisors reported no remaining WisdomTree Korea Hedged Equity Fund position as of Q4 2015 after selling out during the quarter.
  • Beaumont Financial Advisors sold 24,590 WisdomTree Korea Hedged Equity Fund shares in Q4 2015, an estimated $516K.
  • Beaumont Financial Advisors first reported a position in WisdomTree Korea Hedged Equity Fund in Q2 2015 and held it in 2 quarters.
  • Beaumont Financial Advisors's WisdomTree Korea Hedged Equity Fund position peaked at $516K in Q3 2015.
  • 13 funds tracked by Wall St. Rank held WisdomTree Korea Hedged Equity Fund as of Q4 2015.

Based on Beaumont Financial Advisors's 13F filing for Q4 2015, filed 29 Jan 2016.