Vontobel Swiss Wealth Advisors’s WisdomTree United Kingdom Hedged Equity Fund DXPS Stock Holding History

Vontobel Swiss Wealth Advisors’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
2016 Q4	–	Sell	-254,387	Closed	-$6.66M	–	80
2016 Q3	$6.66M	Buy	254,387 +149,829	+143%	+$3.88M	3.57%	8
2016 Q2	$2.37M	Buy	104,558 +3,445	+3%	+$81.2K	1.4%	29
2016 Q1	$2.34M	Buy	101,113 +3,945	+4%	+$89.4K	1.25%	31
2015 Q4	$2.24M	Buy	97,168 +4,205	+5%	+$100K	1.32%	28
2015 Q3	$2.06M	Sell	92,963 -17,880	-16%	-$431K	1.42%	28
2015 Q2	$2.44M	Buy	110,843 +22,115	+25%	+$587K	1.63%	24
2015 Q1	$2.32M	Buy	88,728 +40,665	+85%	+$1.06M	1.58%	23
2014 Q4	$1.2M	Buy	+48,063	New	+$1.2M	0.88%	31

Other funds holding DXPS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

MFS

MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's DXPS Position: Q4 2016 in Review

Vontobel Swiss Wealth Advisors sold out of WisdomTree United Kingdom Hedged Equity Fund (DXPS) in Q4 2016, closing a stake of 254,387 shares — an estimated $6.66M sold.

Vontobel Swiss Wealth Advisors first reported a position in DXPS in Q4 2014 and held it in 8 quarters. The position peaked at $6.66M in Q3 2016. 11 funds tracked by Wall St. Rank hold DXPS as of Q4 2016.

Vontobel Swiss Wealth Advisors reported no remaining WisdomTree United Kingdom Hedged Equity Fund position as of Q4 2016 after selling out during the quarter.
Vontobel Swiss Wealth Advisors sold 254,387 WisdomTree United Kingdom Hedged Equity Fund shares in Q4 2016, an estimated $6.66M.
Vontobel Swiss Wealth Advisors first reported a position in WisdomTree United Kingdom Hedged Equity Fund in Q4 2014 and held it in 8 quarters.
Vontobel Swiss Wealth Advisors's WisdomTree United Kingdom Hedged Equity Fund position peaked at $6.66M in Q3 2016.
11 funds tracked by Wall St. Rank held WisdomTree United Kingdom Hedged Equity Fund as of Q4 2016.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q4 2016, filed 8 Feb 2017.