CWM
AUSE

Concert Wealth Management’s WisdomTree Australia Dividend Fund AUSE Stock Holding History

Concert Wealth Management’s Portfolio AUSE Stock Details AUSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-187
Closed -$10K – 984
2016
Q3 		$10K Buy
+187
New +$9.65K ﹤0.01% 945

Other funds holding AUSE

MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Concert Wealth Management's AUSE Position: Q4 2016 in Review

Concert Wealth Management sold out of WisdomTree Australia Dividend Fund (AUSE) in Q4 2016, closing a stake of 187 shares — an estimated $10K sold.

Concert Wealth Management first reported a position in AUSE in Q3 2016 and held it in 1 quarter. The position peaked at $10K in Q3 2016. 10 funds tracked by Wall St. Rank hold AUSE as of Q4 2016.

  • Concert Wealth Management reported no remaining WisdomTree Australia Dividend Fund position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 187 WisdomTree Australia Dividend Fund shares in Q4 2016, an estimated $10K.
  • Concert Wealth Management first reported a position in WisdomTree Australia Dividend Fund in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's WisdomTree Australia Dividend Fund position peaked at $10K in Q3 2016.
  • 10 funds tracked by Wall St. Rank held WisdomTree Australia Dividend Fund as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.