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

Bellecapital’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
2020 Q1	–	Sell	-4,701	Closed	-$326K	–	179
2019 Q4	$326K	Buy	4,701 +880	+23%	+$58.5K	0.17%	106
2019 Q3	$245K	Sell	3,821 -183	-5%	-$12K	0.15%	113
2019 Q2	$273K	Hold	4,004	–	–	0.17%	101
2019 Q1	$269K	Hold	4,004	–	–	0.17%	92
2018 Q4	$245K	Hold	4,004	–	–	0.17%	87
2018 Q3	$271K	Hold	4,004	–	–	0.18%	72
2018 Q2	$266K	Buy	+4,004	New	+$277K	0.19%	75
2018 Q1	–	Sell	-4,004	Closed	-$281K	–	92
2017 Q4	$281K	Hold	4,004	–	–	0.23%	65
2017 Q3	$268K	Buy	4,004 +560	+16%	+$37.9K	0.32%	56
2017 Q2	$226K	Hold	3,444	–	–	0.2%	67
2017 Q1	$222K	Buy	+3,444	New	+$213K	0.21%	68
2016 Q4	–	Sell	-3,372	Closed	-$206K	–	91
2016 Q3	$206K	Sell	3,372 -1,000	-23%	-$60.4K	0.23%	66
2016 Q2	$252K	Buy	+4,372	New	+$245K	0.28%	51
2015 Q3	–	Sell	-3,372	Closed	-$222K	–	50
2015 Q2	$222K	Hold	3,372	–	–	0.28%	46
2015 Q1	$226K	Sell	3,372 -23	-0.7%	-$1.54K	0.3%	44
2014 Q4	$221K	Hold	3,395	–	–	0.3%	50
2014 Q3	$227K	Hold	3,395	–	–	0.26%	47
2014 Q2	$232K	Hold	3,395	–	–	0.23%	65
2014 Q1	$223K	Sell	3,395 -1,813	-35%	-$116K	0.19%	71
2013 Q4	$346K	Buy	+5,208	New	+$350K	0.33%	57

Other funds holding AXJL

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Bellecapital's AXJL Position: Q1 2020 in Review

Bellecapital sold out of WisdomTree Asia-Pacific ex-Japan Fund (AXJL) in Q1 2020, closing a stake of 4,701 shares — an estimated $326K sold.

Bellecapital first reported a position in AXJL in Q4 2013 and held it in 20 quarters. The position peaked at $346K in Q4 2013. 13 funds tracked by Wall St. Rank hold AXJL as of Q1 2020.

Bellecapital reported no remaining WisdomTree Asia-Pacific ex-Japan Fund position as of Q1 2020 after selling out during the quarter.
Bellecapital sold 4,701 WisdomTree Asia-Pacific ex-Japan Fund shares in Q1 2020, an estimated $326K.
Bellecapital first reported a position in WisdomTree Asia-Pacific ex-Japan Fund in Q4 2013 and held it in 20 quarters.
Bellecapital's WisdomTree Asia-Pacific ex-Japan Fund position peaked at $346K in Q4 2013.
13 funds tracked by Wall St. Rank held WisdomTree Asia-Pacific ex-Japan Fund as of Q1 2020.

Based on Bellecapital's 13F filing for Q1 2020, filed 24 Apr 2020.