LPL Financial
DBU

LPL Financial’s WISDOMTREE GLOBAL EX-US UTILITY FND (DE) DBU Stock Holding History

LPL Financial’s Portfolio DBU Stock Details DBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-11,444
Closed -$217K – 2776
2013
Q3 		$217K Buy
11,444
+107
+0.9% +$1.89K ﹤0.01% 2268
2013
Q2 		$194K Buy
+11,337
New +$208K ﹤0.01% 2218

Other funds holding DBU

BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AA
AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

LPL Financial's DBU Position: Q4 2013 in Review

LPL Financial sold out of WISDOMTREE GLOBAL EX-US UTILITY FND (DE) (DBU) in Q4 2013, closing a stake of 11,444 shares — an estimated $217K sold.

LPL Financial first reported a position in DBU in Q2 2013 and held it in 2 quarters. The position peaked at $217K in Q3 2013. 14 funds tracked by Wall St. Rank hold DBU as of Q4 2013.

  • LPL Financial reported no remaining WISDOMTREE GLOBAL EX-US UTILITY FND (DE) position as of Q4 2013 after selling out during the quarter.
  • LPL Financial sold 11,444 WISDOMTREE GLOBAL EX-US UTILITY FND (DE) shares in Q4 2013, an estimated $217K.
  • LPL Financial first reported a position in WISDOMTREE GLOBAL EX-US UTILITY FND (DE) in Q2 2013 and held it in 2 quarters.
  • LPL Financial's WISDOMTREE GLOBAL EX-US UTILITY FND (DE) position peaked at $217K in Q3 2013.
  • 14 funds tracked by Wall St. Rank held WISDOMTREE GLOBAL EX-US UTILITY FND (DE) as of Q4 2013.

Based on LPL Financial's 13F filing for Q4 2013, filed 13 Feb 2014.