Genovese Burford & Brothers Wealth & Retirement Plan Management’s WisdomTree Middle East Dividend Fund GULF Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’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
2017 Q4	–	Sell	-600	Closed	-$10K	–	484
2017 Q3	$10K	Hold	600	–	–	﹤0.01%	288
2017 Q2	$10K	Hold	600	–	–	﹤0.01%	275
2017 Q1	$11K	Hold	600	–	–	﹤0.01%	288
2016 Q4	$11K	Hold	600	–	–	﹤0.01%	314
2016 Q3	$10K	Hold	600	–	–	﹤0.01%	300
2016 Q2	$9K	Hold	600	–	–	﹤0.01%	285
2016 Q1	$10K	Hold	600	–	–	﹤0.01%	266
2015 Q4	$10K	Buy	+600	New	+$10.3K	﹤0.01%	258

Other funds holding GULF

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

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

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

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

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

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

Genovese Burford & Brothers Wealth & Retirement Plan Management's GULF Position: Q4 2017 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of WisdomTree Middle East Dividend Fund (GULF) in Q4 2017, closing a stake of 600 shares — an estimated $10K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in GULF in Q4 2015 and held it in 8 quarters. The position peaked at $11K in Q1 2017. 12 funds tracked by Wall St. Rank hold GULF as of Q4 2017.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining WisdomTree Middle East Dividend Fund position as of Q4 2017 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 600 WisdomTree Middle East Dividend Fund shares in Q4 2017, an estimated $10K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in WisdomTree Middle East Dividend Fund in Q4 2015 and held it in 8 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's WisdomTree Middle East Dividend Fund position peaked at $11K in Q1 2017.
12 funds tracked by Wall St. Rank held WisdomTree Middle East Dividend Fund as of Q4 2017.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2017, filed 14 Feb 2018.