WealthTrust-Arizona’s WisdomTree Brazilian Real Strategy Fund BZF Stock Holding History

WealthTrust-Arizona’s Portfolio BZF Stock Details BZF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-183	Closed	-$3K	–	703
2014 Q4	$3K	Hold	183	–	–	﹤0.01%	543
2014 Q3	$3K	Hold	183	–	–	﹤0.01%	550
2014 Q2	$4K	Hold	183	–	–	﹤0.01%	517
2014 Q1	$3K	Sell	183 -71,881	-100%	-$1.26M	﹤0.01%	561
2013 Q4	$1.25M	Buy	72,064 +71,881	+39,279%	+$1.28M	1.45%	21
2013 Q3	$3K	Hold	183	–	–	﹤0.01%	527
2013 Q2	$3K	Buy	+183	New	+$3.48K	﹤0.01%	505

Other funds holding BZF

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TDC

Thompson Davis & Co Richmond, Virginia $150M AUM 32.35% 1-Year Est. Return

MFS

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

WealthTrust-Arizona's BZF Position: Q1 2015 in Review

WealthTrust-Arizona sold out of WisdomTree Brazilian Real Strategy Fund (BZF) in Q1 2015, closing a stake of 183 shares — an estimated $3K sold.

WealthTrust-Arizona first reported a position in BZF in Q2 2013 and held it in 7 quarters. The position peaked at $1.25M in Q4 2013. 11 funds tracked by Wall St. Rank hold BZF as of Q1 2015.

WealthTrust-Arizona reported no remaining WisdomTree Brazilian Real Strategy Fund position as of Q1 2015 after selling out during the quarter.
WealthTrust-Arizona sold 183 WisdomTree Brazilian Real Strategy Fund shares in Q1 2015, an estimated $3K.
WealthTrust-Arizona first reported a position in WisdomTree Brazilian Real Strategy Fund in Q2 2013 and held it in 7 quarters.
WealthTrust-Arizona's WisdomTree Brazilian Real Strategy Fund position peaked at $1.25M in Q4 2013.
11 funds tracked by Wall St. Rank held WisdomTree Brazilian Real Strategy Fund as of Q1 2015.

Based on WealthTrust-Arizona's 13F filing for Q1 2015, filed 24 Apr 2015.