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

Advisor Partners’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
2018
Q1 		– Sell
-2,743
Closed -$230K – 575
2017
Q4 		$230K Buy
+2,743
New +$213K 0.04% 488

Other funds holding DFJ

JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
MWAC
Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio $1.81B AUM 13.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisor Partners's DFJ Position: Q1 2018 in Review

Advisor Partners sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q1 2018, closing a stake of 2,743 shares — an estimated $230K sold.

Advisor Partners first reported a position in DFJ in Q4 2017 and held it in 1 quarter. The position peaked at $230K in Q4 2017. 85 funds tracked by Wall St. Rank hold DFJ as of Q1 2018.

  • Advisor Partners reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q1 2018 after selling out during the quarter.
  • Advisor Partners sold 2,743 WisdomTree Japan SmallCap Dividend Fund shares in Q1 2018, an estimated $230K.
  • Advisor Partners first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2017 and held it in 1 quarter.
  • Advisor Partners's WisdomTree Japan SmallCap Dividend Fund position peaked at $230K in Q4 2017.
  • 85 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2018.

Based on Advisor Partners's 13F filing for Q1 2018, filed 3 May 2018.