CT Financial Advisors’s WisdomTree Asia-Pacific ex-Japan Fund AXJL Stock Holding History

CT Financial Advisors’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
2017 Q1	$8.67K	Buy	136 +1	+0.7%	+$62	0.01%	463
2016 Q4	$7.74K	Buy	135 +1	+0.7%	+$59	﹤0.01%	470
2016 Q3	$8.2K	Buy	134 +2	+2%	+$121	0.01%	459
2016 Q2	$7.62K	Hold	132	–	–	﹤0.01%	459
2016 Q1	$7.46K	Buy	132 +1	+0.8%	+$53	﹤0.01%	480
2015 Q4	$7.15K	Buy	131 +1	+0.8%	+$56	﹤0.01%	485
2015 Q3	$7.08K	Buy	130 +2	+2%	+$119	﹤0.01%	494
2015 Q2	$8.41K	Buy	128 +1	+0.8%	+$69	﹤0.01%	483
2015 Q1	$8.51K	Buy	127 +1	+0.8%	+$67	﹤0.01%	479
2014 Q4	$8.24K	Buy	+126	New	+$8.37K	0.01%	405
2014 Q1	$8.51K	Buy	+127	New	+$8.1K	﹤0.01%	479

Other funds holding AXJL

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

EWM

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

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

CT Financial Advisors's AXJL Position: Q1 2017 in Review

CT Financial Advisors increased its WisdomTree Asia-Pacific ex-Japan Fund (AXJL) stake by 0.74% in Q1 2017, buying an estimated $62 and bringing the position to 136 shares worth $8.67K. The position accounts for 0.01% of the portfolio, ranked #463.

CT Financial Advisors first reported a position in AXJL in Q1 2014 and has held it in 11 quarters since. 21 funds tracked by Wall St. Rank hold AXJL as of Q1 2017.

CT Financial Advisors held 136 shares of WisdomTree Asia-Pacific ex-Japan Fund worth $8.67K as of Q1 2017.
CT Financial Advisors bought 1 WisdomTree Asia-Pacific ex-Japan Fund share in Q1 2017, an estimated $62.
WisdomTree Asia-Pacific ex-Japan Fund made up 0.01% of CT Financial Advisors's portfolio in Q1 2017, its #463 holding.
CT Financial Advisors first reported a position in WisdomTree Asia-Pacific ex-Japan Fund in Q1 2014 and has held it in 11 quarters since.
21 funds tracked by Wall St. Rank held WisdomTree Asia-Pacific ex-Japan Fund as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.