WBG
BZF

Wharton Business Group’s WisdomTree Brazilian Real Strategy Fund BZF Stock Holding History

Wharton Business Group’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
2013
Q4 		– Sell
-14,475
Closed -$262K – 158
2013
Q3 		$262K Sell
14,475
-109,065
-88% -$1.9M 0.02% 137
2013
Q2 		$2.18M Buy
+123,540
New +$2.35M 0.19% 80

Other funds holding BZF

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $30.9B AUM 29.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EHPM
Emery Howard Portfolio Management Burlingame, California $773M AUM 18.85% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
WA
WealthTrust-Arizona Scottsdale, Arizona $172M AUM 6.58% 1-Year Est. Return
WT
Wilmington Trust Wilmington, Delaware $6.01B AUM 21.38% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wharton Business Group's BZF Position: Q4 2013 in Review

Wharton Business Group sold out of WisdomTree Brazilian Real Strategy Fund (BZF) in Q4 2013, closing a stake of 14,475 shares — an estimated $262K sold.

Wharton Business Group first reported a position in BZF in Q2 2013 and held it in 2 quarters. The position peaked at $2.18M in Q2 2013. 25 funds tracked by Wall St. Rank hold BZF as of Q4 2013.

  • Wharton Business Group reported no remaining WisdomTree Brazilian Real Strategy Fund position as of Q4 2013 after selling out during the quarter.
  • Wharton Business Group sold 14,475 WisdomTree Brazilian Real Strategy Fund shares in Q4 2013, an estimated $262K.
  • Wharton Business Group first reported a position in WisdomTree Brazilian Real Strategy Fund in Q2 2013 and held it in 2 quarters.
  • Wharton Business Group's WisdomTree Brazilian Real Strategy Fund position peaked at $2.18M in Q2 2013.
  • 25 funds tracked by Wall St. Rank held WisdomTree Brazilian Real Strategy Fund as of Q4 2013.

Based on Wharton Business Group's 13F filing for Q4 2013, filed 7 Feb 2014.