IFWM
AXJL

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

Institute for 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
2020
Q1 		– Sell
-846
Closed -$59K – 713
2019
Q4 		$59K Buy
+846
New +$56.2K 0.01% 507

Other funds holding AXJL

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Institute for Wealth Management's AXJL Position: Q1 2020 in Review

Institute for Wealth Management sold out of WisdomTree Asia-Pacific ex-Japan Fund (AXJL) in Q1 2020, closing a stake of 846 shares — an estimated $59K sold.

Institute for Wealth Management first reported a position in AXJL in Q4 2019 and held it in 1 quarter. The position peaked at $59K in Q4 2019. 13 funds tracked by Wall St. Rank hold AXJL as of Q1 2020.

  • Institute for Wealth Management reported no remaining WisdomTree Asia-Pacific ex-Japan Fund position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 846 WisdomTree Asia-Pacific ex-Japan Fund shares in Q1 2020, an estimated $59K.
  • Institute for Wealth Management first reported a position in WisdomTree Asia-Pacific ex-Japan Fund in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's WisdomTree Asia-Pacific ex-Japan Fund position peaked at $59K in Q4 2019.
  • 13 funds tracked by Wall St. Rank held WisdomTree Asia-Pacific ex-Japan Fund as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.