Foundations Investment Advisors’s WisdomTree Middle East Dividend Fund GULF Stock Holding History

Foundations Investment Advisors’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
2020 Q1	–	Sell	-55,700	Closed	-$1.11M	–	155
2019 Q4	$1.11M	Buy	55,700 +7,439	+15%	+$146K	0.14%	65
2019 Q3	$933K	Buy	48,261 +7,788	+19%	+$159K	0.12%	72
2019 Q2	$829K	Buy	40,473 +16,341	+68%	+$339K	0.12%	65
2019 Q1	$487K	Buy	+24,132	New	+$476K	0.08%	62

Other funds holding GULF

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

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Foundations Investment Advisors's GULF Position: Q1 2020 in Review

Foundations Investment Advisors sold out of WisdomTree Middle East Dividend Fund (GULF) in Q1 2020, closing a stake of 55,700 shares — an estimated $1.11M sold.

Foundations Investment Advisors first reported a position in GULF in Q1 2019 and held it in 4 quarters. The position peaked at $1.11M in Q4 2019. 12 funds tracked by Wall St. Rank hold GULF as of Q1 2020.

Foundations Investment Advisors reported no remaining WisdomTree Middle East Dividend Fund position as of Q1 2020 after selling out during the quarter.
Foundations Investment Advisors sold 55,700 WisdomTree Middle East Dividend Fund shares in Q1 2020, an estimated $1.11M.
Foundations Investment Advisors first reported a position in WisdomTree Middle East Dividend Fund in Q1 2019 and held it in 4 quarters.
Foundations Investment Advisors's WisdomTree Middle East Dividend Fund position peaked at $1.11M in Q4 2019.
12 funds tracked by Wall St. Rank held WisdomTree Middle East Dividend Fund as of Q1 2020.

Based on Foundations Investment Advisors's 13F filing for Q1 2020, filed 6 Apr 2020.