Advocacy Wealth Management Services’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Advocacy Wealth Management Services’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 Q4	–	Sell	-185	Closed	-$14K	–	163
2018 Q3	$14K	Hold	185	–	–	0.01%	112
2018 Q2	$14K	Buy	+185	New	+$15K	0.01%	110
2016 Q1	–	Sell	-68	Closed	-$4K	–	522
2015 Q4	$4K	Buy	+68	New	+$3.82K	﹤0.01%	439

Other funds holding DFJ

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 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

RJA

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Advocacy Wealth Management Services's DFJ Position: Q4 2018 in Review

Advocacy Wealth Management Services sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q4 2018, closing a stake of 185 shares — an estimated $14K sold.

Advocacy Wealth Management Services first reported a position in DFJ in Q4 2015 and held it in 3 quarters. The position peaked at $14K in Q3 2018. 94 funds tracked by Wall St. Rank hold DFJ as of Q4 2018.

Advocacy Wealth Management Services reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q4 2018 after selling out during the quarter.
Advocacy Wealth Management Services sold 185 WisdomTree Japan SmallCap Dividend Fund shares in Q4 2018, an estimated $14K.
Advocacy Wealth Management Services first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2015 and held it in 3 quarters.
Advocacy Wealth Management Services's WisdomTree Japan SmallCap Dividend Fund position peaked at $14K in Q3 2018.
94 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q4 2018.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2018, filed 7 Jan 2019.