WA
AUNZ

WFG Advisors’s WisdomTree Dreyfus Australia & New Zealand Debt Fund AUNZ Stock Holding History

WFG Advisors’s Portfolio AUNZ Stock Details AUNZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-282
Closed -$6K – 2383
2013
Q2 		$6K Buy
+282
New +$6.12K ﹤0.01% 1642

Other funds holding AUNZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.45B AUM 23.7% 1-Year Est. Return
M
MOTCO San Antonio, Texas $1.08B AUM 20.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WFG Advisors's AUNZ Position: Q3 2013 in Review

WFG Advisors sold out of WisdomTree Dreyfus Australia & New Zealand Debt Fund (AUNZ) in Q3 2013, closing a stake of 282 shares — an estimated $6K sold.

WFG Advisors first reported a position in AUNZ in Q2 2013 and held it in 1 quarter. The position peaked at $6K in Q2 2013. 15 funds tracked by Wall St. Rank hold AUNZ as of Q3 2013.

  • WFG Advisors reported no remaining WisdomTree Dreyfus Australia & New Zealand Debt Fund position as of Q3 2013 after selling out during the quarter.
  • WFG Advisors sold 282 WisdomTree Dreyfus Australia & New Zealand Debt Fund shares in Q3 2013, an estimated $6K.
  • WFG Advisors first reported a position in WisdomTree Dreyfus Australia & New Zealand Debt Fund in Q2 2013 and held it in 1 quarter.
  • WFG Advisors's WisdomTree Dreyfus Australia & New Zealand Debt Fund position peaked at $6K in Q2 2013.
  • 15 funds tracked by Wall St. Rank held WisdomTree Dreyfus Australia & New Zealand Debt Fund as of Q3 2013.

Based on WFG Advisors's 13F filing for Q3 2013, filed 31 Oct 2013.