Advisor Group’s WisdomTree Asia-Pacific ex-Japan Fund AXJL Stock Holding History

Advisor Group’s Portfolio AXJL Stock Details AXJL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$130K	Hold	1,887	–	–	﹤0.01%	2739
2019 Q3	$121K	Sell	1,887 -98	-5%	-$6.41K	﹤0.01%	2749
2019 Q2	$136K	Sell	1,985 -25	-1%	-$1.68K	﹤0.01%	2627
2019 Q1	$135K	Sell	2,010 -190	-9%	-$12.5K	﹤0.01%	2601
2018 Q4	$135K	Sell	2,200 -511	-19%	-$32.1K	﹤0.01%	2400
2018 Q3	$184K	Sell	2,711 -212	-7%	-$14.3K	﹤0.01%	2231
2018 Q2	$194K	Sell	2,923 -3,068	-51%	-$213K	﹤0.01%	2008
2018 Q1	$419K	Sell	5,991 -1,097	-15%	-$78.3K	0.01%	1441
2017 Q4	$498K	Buy	7,088 +434	+7%	+$29.8K	0.01%	1332
2017 Q3	$446K	Buy	6,654 +4,990	+300%	+$338K	0.01%	1281
2017 Q2	$109K	Buy	1,664 +1,042	+168%	+$67.6K	﹤0.01%	2244
2017 Q1	$40K	Hold	622	–	–	﹤0.01%	2897
2016 Q4	$36K	Hold	622	–	–	﹤0.01%	2857
2016 Q3	$38K	Hold	622	–	–	﹤0.01%	2744
2016 Q2	$35K	Buy	+622	New	+$34.8K	﹤0.01%	2690

Other funds holding AXJL

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

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

EWM

Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return

DOA

D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Bellecapital Zurich, Switzerland $625M AUM 39.69% 1-Year Est. Return

AIFAIM

American Institute for Advanced Investment Management Scottsdale, Arizona $173M AUM 25.3% 1-Year Est. Return

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

Advisor Group's AXJL Position: Q4 2019 in Review

Advisor Group held its WisdomTree Asia-Pacific ex-Japan Fund (AXJL) position steady in Q4 2019 at 1,887 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #2739.

Advisor Group first reported a position in AXJL in Q2 2016 and has held it in 15 quarters since. The position peaked at $498K in Q4 2017. 17 funds tracked by Wall St. Rank hold AXJL as of Q4 2019.

Advisor Group held 1,887 shares of WisdomTree Asia-Pacific ex-Japan Fund worth $130K as of Q4 2019.
Advisor Group left its WisdomTree Asia-Pacific ex-Japan Fund share count unchanged in Q4 2019.
WisdomTree Asia-Pacific ex-Japan Fund made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2739 holding.
Advisor Group first reported a position in WisdomTree Asia-Pacific ex-Japan Fund in Q2 2016 and has held it in 15 quarters since.
Advisor Group's WisdomTree Asia-Pacific ex-Japan Fund position peaked at $498K in Q4 2017.
17 funds tracked by Wall St. Rank held WisdomTree Asia-Pacific ex-Japan Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.