RC
AXJL

RegentAtlantic Capital’s WisdomTree Asia-Pacific ex-Japan Fund AXJL Stock Holding History

RegentAtlantic Capital’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
2015
Q1 		– Sell
-44
Closed -$2.9K – 1210
2014
Q4 		$2.9K Buy
+44
New +$2.92K ﹤0.01% 1086

Other funds holding AXJL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
B
Bellecapital Zurich, Switzerland $625M AUM 39.69% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

RegentAtlantic Capital's AXJL Position: Q1 2015 in Review

RegentAtlantic Capital sold out of WisdomTree Asia-Pacific ex-Japan Fund (AXJL) in Q1 2015, closing a stake of 44 shares — an estimated $2.9K sold.

RegentAtlantic Capital first reported a position in AXJL in Q4 2014 and held it in 1 quarter. The position peaked at $2.9K in Q4 2014. 20 funds tracked by Wall St. Rank hold AXJL as of Q1 2015.

  • RegentAtlantic Capital reported no remaining WisdomTree Asia-Pacific ex-Japan Fund position as of Q1 2015 after selling out during the quarter.
  • RegentAtlantic Capital sold 44 WisdomTree Asia-Pacific ex-Japan Fund shares in Q1 2015, an estimated $2.9K.
  • RegentAtlantic Capital first reported a position in WisdomTree Asia-Pacific ex-Japan Fund in Q4 2014 and held it in 1 quarter.
  • RegentAtlantic Capital's WisdomTree Asia-Pacific ex-Japan Fund position peaked at $2.9K in Q4 2014.
  • 20 funds tracked by Wall St. Rank held WisdomTree Asia-Pacific ex-Japan Fund as of Q1 2015.

Based on RegentAtlantic Capital's 13F filing for Q1 2015, filed 27 Apr 2015.