Lido Advisors
AXJL

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

Lido 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 		– Sell
-9,637
Closed -$552K – 288
2016
Q4 		$552K Buy
+9,637
New +$568K 0.14% 83

Other funds holding AXJL

Mariner
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
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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lido Advisors's AXJL Position: Q1 2017 in Review

Lido Advisors sold out of WisdomTree Asia-Pacific ex-Japan Fund (AXJL) in Q1 2017, closing a stake of 9,637 shares — an estimated $552K sold.

Lido Advisors first reported a position in AXJL in Q4 2016 and held it in 1 quarter. The position peaked at $552K in Q4 2016. 21 funds tracked by Wall St. Rank hold AXJL as of Q1 2017.

  • Lido Advisors reported no remaining WisdomTree Asia-Pacific ex-Japan Fund position as of Q1 2017 after selling out during the quarter.
  • Lido Advisors sold 9,637 WisdomTree Asia-Pacific ex-Japan Fund shares in Q1 2017, an estimated $552K.
  • Lido Advisors first reported a position in WisdomTree Asia-Pacific ex-Japan Fund in Q4 2016 and held it in 1 quarter.
  • Lido Advisors's WisdomTree Asia-Pacific ex-Japan Fund position peaked at $552K in Q4 2016.
  • 21 funds tracked by Wall St. Rank held WisdomTree Asia-Pacific ex-Japan Fund as of Q1 2017.

Based on Lido Advisors's 13F filing for Q1 2017, filed 15 May 2017.