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

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

MWAC

Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio $1.81B AUM 13.11% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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.