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

Next Financial Group’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	-400	Closed	-$23K	–	2541
2016 Q4	$23K	Hold	400	–	–	﹤0.01%	1329
2016 Q3	$24K	Buy	+400	New	+$24.2K	﹤0.01%	1286
2015 Q2	–	Sell	-100	Closed	-$6K	–	2091
2015 Q1	$6K	Hold	100	–	–	﹤0.01%	1463
2014 Q4	$7K	Sell	100 -300	-75%	-$19.9K	﹤0.01%	1418
2014 Q3	$27K	Buy	+400	New	+$28.3K	0.01%	1256

Other funds holding AXJL

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 New York $777B AUM 61.18% 1-Year Est. Return

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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Next Financial Group's AXJL Position: Q1 2017 in Review

Next Financial Group sold out of WisdomTree Asia-Pacific ex-Japan Fund (AXJL) in Q1 2017, closing a stake of 400 shares — an estimated $23K sold.

Next Financial Group first reported a position in AXJL in Q3 2014 and held it in 5 quarters. The position peaked at $27K in Q3 2014. 21 funds tracked by Wall St. Rank hold AXJL as of Q1 2017.

Next Financial Group reported no remaining WisdomTree Asia-Pacific ex-Japan Fund position as of Q1 2017 after selling out during the quarter.
Next Financial Group sold 400 WisdomTree Asia-Pacific ex-Japan Fund shares in Q1 2017, an estimated $23K.
Next Financial Group first reported a position in WisdomTree Asia-Pacific ex-Japan Fund in Q3 2014 and held it in 5 quarters.
Next Financial Group's WisdomTree Asia-Pacific ex-Japan Fund position peaked at $27K in Q3 2014.
21 funds tracked by Wall St. Rank held WisdomTree Asia-Pacific ex-Japan Fund as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.