CWM
AXJL

Concert Wealth Management’s WisdomTree Asia-Pacific ex-Japan Fund AXJL Stock Holding History

Concert Wealth Management’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
2016
Q4 		– Sell
-1,456
Closed -$88K – 1016
2016
Q3 		$88K Buy
+1,456
New +$87.9K 0.01% 758

Other funds holding AXJL

EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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

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

Concert Wealth Management sold out of WisdomTree Asia-Pacific ex-Japan Fund (AXJL) in Q4 2016, closing a stake of 1,456 shares — an estimated $88K sold.

Concert Wealth Management first reported a position in AXJL in Q3 2016 and held it in 1 quarter. The position peaked at $88K in Q3 2016. 22 funds tracked by Wall St. Rank hold AXJL as of Q4 2016.

  • Concert Wealth Management reported no remaining WisdomTree Asia-Pacific ex-Japan Fund position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 1,456 WisdomTree Asia-Pacific ex-Japan Fund shares in Q4 2016, an estimated $88K.
  • Concert Wealth Management first reported a position in WisdomTree Asia-Pacific ex-Japan Fund in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's WisdomTree Asia-Pacific ex-Japan Fund position peaked at $88K in Q3 2016.
  • 22 funds tracked by Wall St. Rank held WisdomTree Asia-Pacific ex-Japan Fund as of Q4 2016.

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