Essex Financial Services’s WisdomTree Middle East Dividend Fund GULF Stock Holding History

Essex Financial Services’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
2016 Q1	–	Sell	-11,200	Closed	-$186K	–	330
2015 Q4	$186K	Hold	11,200	–	–	0.04%	302
2015 Q3	$203K	Hold	11,200	–	–	0.05%	296
2015 Q2	$221K	Buy	+11,200	New	+$230K	0.06%	293

Other funds holding GULF

MAM

Mizuho Asset Management Tokyo, Japan $462M AUM 15.39% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

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

GBBWRPM

Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California $400M AUM 14.87% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

MFS

MSI Financial Services Springfield, Massachusetts $3.07B AUM 12.48% 1-Year Est. Return

Essex Financial Services's GULF Position: Q1 2016 in Review

Essex Financial Services sold out of WisdomTree Middle East Dividend Fund (GULF) in Q1 2016, closing a stake of 11,200 shares — an estimated $186K sold.

Essex Financial Services first reported a position in GULF in Q2 2015 and held it in 3 quarters. The position peaked at $221K in Q2 2015. 13 funds tracked by Wall St. Rank hold GULF as of Q1 2016.

Essex Financial Services reported no remaining WisdomTree Middle East Dividend Fund position as of Q1 2016 after selling out during the quarter.
Essex Financial Services sold 11,200 WisdomTree Middle East Dividend Fund shares in Q1 2016, an estimated $186K.
Essex Financial Services first reported a position in WisdomTree Middle East Dividend Fund in Q2 2015 and held it in 3 quarters.
Essex Financial Services's WisdomTree Middle East Dividend Fund position peaked at $221K in Q2 2015.
13 funds tracked by Wall St. Rank held WisdomTree Middle East Dividend Fund as of Q1 2016.

Based on Essex Financial Services's 13F filing for Q1 2016, filed 11 May 2016.