EWM
AXJL
Evercore Wealth Management’s WisdomTree Asia-Pacific ex-Japan Fund AXJL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-18,902
| Closed | -$1M | – | 394 |
|
|
2020
Q1 | $1M | Sell |
18,902
-2,268
| -11% | -$120K | 0.03% | 179 |
|
|
2019
Q4 | $1.47M | Buy |
21,170
+2,268
| +12% | +$157K | 0.04% | 179 |
|
|
2019
Q3 | $1.21M | Sell |
18,902
-12,433
| -40% | -$799K | 0.04% | 183 |
|
|
2019
Q2 | $2.14M | Hold |
31,335
| – | – | 0.07% | 146 |
|
|
2019
Q1 | $2.11M | Sell |
31,335
-2,261
| -7% | -$152K | 0.07% | 142 |
|
|
2018
Q4 | $2.06M | Buy |
33,596
+793
| +2% | +$48.5K | 0.08% | 130 |
|
|
2018
Q3 | $2.22M | Buy |
32,803
+146
| +0.4% | +$9.88K | 0.07% | 137 |
|
|
2018
Q2 | $2.17M | Sell |
32,657
-1,266
| -4% | -$84.2K | 0.07% | 133 |
|
|
2018
Q1 | $2.37M | Sell |
33,923
-8,323
| -20% | -$582K | 0.09% | 120 |
|
|
2017
Q4 | $2.97M | Buy |
42,246
+368
| +0.9% | +$25.8K | 0.11% | 106 |
|
|
2017
Q3 | $2.81M | Buy |
41,878
+898
| +2% | +$60.2K | 0.11% | 109 |
|
|
2017
Q2 | $2.69M | Sell |
40,980
-7,500
| -15% | -$492K | 0.1% | 113 |
|
|
2017
Q1 | $3.1M | Sell |
48,480
-4,300
| -8% | -$275K | 0.12% | 108 |
|
|
2016
Q4 | $3.02M | Buy |
52,780
+11,800
| +29% | +$676K | 0.13% | 108 |
|
|
2016
Q3 | $2.5M | Hold |
40,980
| – | – | 0.1% | 118 |
|
|
2016
Q2 | $2.36M | Sell |
40,980
-4,565
| -10% | -$263K | 0.1% | 120 |
|
|
2016
Q1 | $2.59M | Buy |
45,545
+8,995
| +25% | +$511K | 0.11% | 112 |
|
|
2015
Q4 | $2M | Buy |
36,550
+3,784
| +12% | +$207K | 0.09% | 129 |
|
|
2015
Q3 | $1.78M | Buy |
32,766
+10,766
| +49% | +$584K | 0.08% | 133 |
|
|
2015
Q2 | $1.45M | Buy |
+22,000
| New | +$1.45M | 0.07% | 164 |
|