Advisornet Financial’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Advisornet Financial’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
2020 Q3	–	Sell	-20	Closed	-$1K	–	1750
2020 Q2	$1K	Sell	20 -125	-86%	-$7.78K	﹤0.01%	1663
2020 Q1	$8K	Hold	145	–	–	﹤0.01%	1315
2019 Q4	$11K	Hold	145	–	–	﹤0.01%	1359
2019 Q3	$10K	Hold	145	–	–	﹤0.01%	1369
2019 Q2	$10K	Buy	145 +20	+16%	+$1.34K	﹤0.01%	1227
2019 Q1	$9K	Hold	125	–	–	﹤0.01%	1196
2018 Q4	$8K	Buy	+125	New	+$8.78K	﹤0.01%	1129
2018 Q2	–	Sell	-1,782	Closed	-$145K	–	1582
2018 Q1	$145K	Hold	1,782	–	–	0.02%	457
2017 Q4	$143K	Buy	+1,782	New	+$139K	0.02%	407

Other funds holding DFJ

MFWM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

RGC

Roberts, Glore & Co Deerfield, Illinois $404M AUM 28.4% 1-Year Est. Return

Advisornet Financial's DFJ Position: Q3 2020 in Review

Advisornet Financial sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q3 2020, closing a stake of 20 shares — an estimated $1K sold.

Advisornet Financial first reported a position in DFJ in Q4 2017 and held it in 9 quarters. The position peaked at $145K in Q1 2018. 48 funds tracked by Wall St. Rank hold DFJ as of Q3 2020.

Advisornet Financial reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q3 2020 after selling out during the quarter.
Advisornet Financial sold 20 WisdomTree Japan SmallCap Dividend Fund shares in Q3 2020, an estimated $1K.
Advisornet Financial first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2017 and held it in 9 quarters.
Advisornet Financial's WisdomTree Japan SmallCap Dividend Fund position peaked at $145K in Q1 2018.
48 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q3 2020.

Based on Advisornet Financial's 13F filing for Q3 2020, filed 6 Nov 2020.