Wells Fargo’s WisdomTree Middle East Dividend Fund GULF Stock Holding History

Wells Fargo’s Portfolio GULF Stock Details GULF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-3,969	Closed	-$77.7K	–	6962
2019 Q3	$78K	Buy	3,969 +2,904	+273%	+$59.2K	﹤0.01%	5423
2019 Q2	$22K	Buy	1,065 +1	+0.1%	+$21	﹤0.01%	5773
2019 Q1	$21K	Buy	+1,064	New	+$21K	﹤0.01%	5526
2015 Q4	–	Sell	-4,500	Closed	-$81K	–	6519
2015 Q3	$81K	Hold	4,500	–	–	﹤0.01%	5039
2015 Q2	$89K	Hold	4,500	–	–	﹤0.01%	5123
2015 Q1	$90K	Sell	4,500 -400	-8%	-$8.21K	﹤0.01%	4790
2014 Q4	$100K	Buy	4,900 +4,265	+672%	+$95.6K	﹤0.01%	4739
2014 Q3	$15K	Hold	635	–	–	﹤0.01%	5436
2014 Q2	$13K	Sell	635 -471	-43%	-$10.9K	﹤0.01%	5553
2014 Q1	$25K	Buy	+1,106	New	+$24.1K	﹤0.01%	5164

Other funds holding GULF

Cabana LLC Fayetteville, Arkansas $13.3M AUM 22.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

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

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

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

Wells Fargo's GULF Position: Q4 2019 in Review

Wells Fargo sold out of WisdomTree Middle East Dividend Fund (GULF) in Q4 2019, closing a stake of 3,969 shares — an estimated $77.7K sold.

Wells Fargo first reported a position in GULF in Q1 2014 and held it in 10 quarters. The position peaked at $100K in Q4 2014. 14 funds tracked by Wall St. Rank hold GULF as of Q4 2019.

Wells Fargo reported no remaining WisdomTree Middle East Dividend Fund position as of Q4 2019 after selling out during the quarter.
Wells Fargo sold 3,969 WisdomTree Middle East Dividend Fund shares in Q4 2019, an estimated $77.7K.
Wells Fargo first reported a position in WisdomTree Middle East Dividend Fund in Q1 2014 and held it in 10 quarters.
Wells Fargo's WisdomTree Middle East Dividend Fund position peaked at $100K in Q4 2014.
14 funds tracked by Wall St. Rank held WisdomTree Middle East Dividend Fund as of Q4 2019.

Based on Wells Fargo's 13F filing for Q4 2019, filed 14 Feb 2020.