Advisor Group’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Advisor Group’s Portfolio DFJ Stock Details DFJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$38K	Buy	505 +7	+1%	+$510	﹤0.01%	3592
2019 Q3	$34K	Sell	498 -484	-49%	-$32K	﹤0.01%	3653
2019 Q2	$65K	Sell	982 -101	-9%	-$6.77K	﹤0.01%	3182
2019 Q1	$74K	Sell	1,083 -1,792	-62%	-$121K	﹤0.01%	3098
2018 Q4	$185K	Sell	2,875 -1,045	-27%	-$73.4K	﹤0.01%	2147
2018 Q3	$303K	Sell	3,920 -2,994	-43%	-$226K	﹤0.01%	1853
2018 Q2	$532K	Sell	6,914 -1,094	-14%	-$88.5K	0.01%	1258
2018 Q1	$651K	Buy	8,008 +1,587	+25%	+$130K	0.01%	1133
2017 Q4	$516K	Buy	6,421 +1,348	+27%	+$105K	0.01%	1307
2017 Q3	$381K	Buy	5,073 +443	+10%	+$32K	0.01%	1370
2017 Q2	$325K	Buy	4,630 +1,136	+33%	+$78.1K	0.01%	1426
2017 Q1	$233K	Buy	3,494 +318	+10%	+$20.9K	﹤0.01%	1539
2016 Q4	$196K	Buy	3,176 +481	+18%	+$30K	﹤0.01%	1560
2016 Q3	$166K	Buy	2,695 +523	+24%	+$30.8K	﹤0.01%	1658
2016 Q2	$119K	Buy	+2,172	New	+$122K	﹤0.01%	1800

Other funds holding DFJ

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

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

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

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

Schoolcraft Capital Boulder, Colorado $516M AUM 16.37% 1-Year Est. Return

Cornerstone Capital Palo Alto, California $1B AUM 21.47% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return

Advisor Group's DFJ Position: Q4 2019 in Review

Advisor Group increased its WisdomTree Japan SmallCap Dividend Fund (DFJ) stake by 1.4% in Q4 2019, buying an estimated $510 and bringing the position to 505 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #3592.

Advisor Group first reported a position in DFJ in Q2 2016 and has held it in 15 quarters since. The position peaked at $651K in Q1 2018. 66 funds tracked by Wall St. Rank hold DFJ as of Q4 2019.

Advisor Group held 505 shares of WisdomTree Japan SmallCap Dividend Fund worth $38K as of Q4 2019.
Advisor Group bought 7 WisdomTree Japan SmallCap Dividend Fund shares in Q4 2019, an estimated $510.
WisdomTree Japan SmallCap Dividend Fund made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3592 holding.
Advisor Group first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q2 2016 and has held it in 15 quarters since.
Advisor Group's WisdomTree Japan SmallCap Dividend Fund position peaked at $651K in Q1 2018.
66 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.