GI
AUSE

Gradient Investments’s WisdomTree Australia Dividend Fund AUSE Stock Holding History

Gradient Investments’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
2018
Q1 		– Sell
-49
Closed -$3K – 1228
2017
Q4 		$3K Buy
+49
New +$2.82K ﹤0.01% 782

Other funds holding AUSE

MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
HS
Horan Securities Cincinnati, United States $284M AUM 12.33% 1-Year Est. Return

Gradient Investments's AUSE Position: Q1 2018 in Review

Gradient Investments sold out of WisdomTree Australia Dividend Fund (AUSE) in Q1 2018, closing a stake of 49 shares — an estimated $3K sold.

Gradient Investments first reported a position in AUSE in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 13 funds tracked by Wall St. Rank hold AUSE as of Q1 2018.

  • Gradient Investments reported no remaining WisdomTree Australia Dividend Fund position as of Q1 2018 after selling out during the quarter.
  • Gradient Investments sold 49 WisdomTree Australia Dividend Fund shares in Q1 2018, an estimated $3K.
  • Gradient Investments first reported a position in WisdomTree Australia Dividend Fund in Q4 2017 and held it in 1 quarter.
  • Gradient Investments's WisdomTree Australia Dividend Fund position peaked at $3K in Q4 2017.
  • 13 funds tracked by Wall St. Rank held WisdomTree Australia Dividend Fund as of Q1 2018.

Based on Gradient Investments's 13F filing for Q1 2018, filed 11 Apr 2018.