VSWA
DXPS

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $90.6B AUM 36.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return