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

Pathway Financial 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
2018 Q3	–	Sell	-2,598	Closed	-$173K	–	434
2018 Q2	$173K	Hold	2,598	–	–	0.1%	100
2018 Q1	$182K	Hold	2,598	–	–	0.11%	92
2017 Q4	$182K	Buy	+2,598	New	+$179K	0.11%	93

Other funds holding AXJL

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 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

DOA

D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Pathway Financial Advisors's AXJL Position: Q3 2018 in Review

Pathway Financial Advisors sold out of WisdomTree Asia-Pacific ex-Japan Fund (AXJL) in Q3 2018, closing a stake of 2,598 shares — an estimated $173K sold.

Pathway Financial Advisors first reported a position in AXJL in Q4 2017 and held it in 3 quarters. The position peaked at $182K in Q1 2018. 21 funds tracked by Wall St. Rank hold AXJL as of Q3 2018.

Pathway Financial Advisors reported no remaining WisdomTree Asia-Pacific ex-Japan Fund position as of Q3 2018 after selling out during the quarter.
Pathway Financial Advisors sold 2,598 WisdomTree Asia-Pacific ex-Japan Fund shares in Q3 2018, an estimated $173K.
Pathway Financial Advisors first reported a position in WisdomTree Asia-Pacific ex-Japan Fund in Q4 2017 and held it in 3 quarters.
Pathway Financial Advisors's WisdomTree Asia-Pacific ex-Japan Fund position peaked at $182K in Q1 2018.
21 funds tracked by Wall St. Rank held WisdomTree Asia-Pacific ex-Japan Fund as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.