LPL Financial
AXJL

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

LPL Financial’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
2013
Q4 		– Sell
-3,387
Closed -$231K – 2770
2013
Q3 		$231K Sell
3,387
-1,723
-34% -$113K ﹤0.01% 2214
2013
Q2 		$324K Buy
+5,110
New +$348K ﹤0.01% 1850

Other funds holding AXJL

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
B
Bellecapital Zurich, Switzerland $625M AUM 39.69% 1-Year Est. Return

LPL Financial's AXJL Position: Q4 2013 in Review

LPL Financial sold out of WisdomTree Asia-Pacific ex-Japan Fund (AXJL) in Q4 2013, closing a stake of 3,387 shares — an estimated $231K sold.

LPL Financial first reported a position in AXJL in Q2 2013 and held it in 2 quarters. The position peaked at $324K in Q2 2013. 24 funds tracked by Wall St. Rank hold AXJL as of Q4 2013.

  • LPL Financial reported no remaining WisdomTree Asia-Pacific ex-Japan Fund position as of Q4 2013 after selling out during the quarter.
  • LPL Financial sold 3,387 WisdomTree Asia-Pacific ex-Japan Fund shares in Q4 2013, an estimated $231K.
  • LPL Financial first reported a position in WisdomTree Asia-Pacific ex-Japan Fund in Q2 2013 and held it in 2 quarters.
  • LPL Financial's WisdomTree Asia-Pacific ex-Japan Fund position peaked at $324K in Q2 2013.
  • 24 funds tracked by Wall St. Rank held WisdomTree Asia-Pacific ex-Japan Fund as of Q4 2013.

Based on LPL Financial's 13F filing for Q4 2013, filed 13 Feb 2014.