PAG
DBU

Private Advisor Group’s WISDOMTREE GLOBAL EX-US UTILITY FND (DE) DBU Stock Holding History

Private Advisor Group’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
2014
Q4 		– Sell
-4,505
Closed -$86K – 1394
2014
Q3 		$86K Buy
+4,505
New +$90.6K 0.01% 982

Other funds holding DBU

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

Private Advisor Group's DBU Position: Q4 2014 in Review

Private Advisor Group sold out of WISDOMTREE GLOBAL EX-US UTILITY FND (DE) (DBU) in Q4 2014, closing a stake of 4,505 shares — an estimated $86K sold.

Private Advisor Group first reported a position in DBU in Q3 2014 and held it in 1 quarter. The position peaked at $86K in Q3 2014. 11 funds tracked by Wall St. Rank hold DBU as of Q4 2014.

  • Private Advisor Group reported no remaining WISDOMTREE GLOBAL EX-US UTILITY FND (DE) position as of Q4 2014 after selling out during the quarter.
  • Private Advisor Group sold 4,505 WISDOMTREE GLOBAL EX-US UTILITY FND (DE) shares in Q4 2014, an estimated $86K.
  • Private Advisor Group first reported a position in WISDOMTREE GLOBAL EX-US UTILITY FND (DE) in Q3 2014 and held it in 1 quarter.
  • Private Advisor Group's WISDOMTREE GLOBAL EX-US UTILITY FND (DE) position peaked at $86K in Q3 2014.
  • 11 funds tracked by Wall St. Rank held WISDOMTREE GLOBAL EX-US UTILITY FND (DE) as of Q4 2014.

Based on Private Advisor Group's 13F filing for Q4 2014, filed 17 Feb 2015.