RC
DXPS

RegentAtlantic Capital’s WisdomTree United Kingdom Hedged Equity Fund DXPS Stock Holding History

RegentAtlantic Capital’s Portfolio DXPS Stock Details DXPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-38
Closed -$952 – 1110
2014
Q4 		$952 Buy
+38
New +$952 ﹤0.01% 1185

Other funds holding DXPS

Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VSWA
Vontobel Swiss Wealth Advisors Zurich, Switzerland $195M AUM 43.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return

RegentAtlantic Capital's DXPS Position: Q1 2015 in Review

RegentAtlantic Capital sold out of WisdomTree United Kingdom Hedged Equity Fund (DXPS) in Q1 2015, closing a stake of 38 shares — an estimated $952 sold.

RegentAtlantic Capital first reported a position in DXPS in Q4 2014 and held it in 1 quarter. The position peaked at $952 in Q4 2014. 12 funds tracked by Wall St. Rank hold DXPS as of Q1 2015.

  • RegentAtlantic Capital reported no remaining WisdomTree United Kingdom Hedged Equity Fund position as of Q1 2015 after selling out during the quarter.
  • RegentAtlantic Capital sold 38 WisdomTree United Kingdom Hedged Equity Fund shares in Q1 2015, an estimated $952.
  • RegentAtlantic Capital first reported a position in WisdomTree United Kingdom Hedged Equity Fund in Q4 2014 and held it in 1 quarter.
  • RegentAtlantic Capital's WisdomTree United Kingdom Hedged Equity Fund position peaked at $952 in Q4 2014.
  • 12 funds tracked by Wall St. Rank held WisdomTree United Kingdom Hedged Equity Fund as of Q1 2015.

Based on RegentAtlantic Capital's 13F filing for Q1 2015, filed 27 Apr 2015.