AWM
DFJ icon

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

Ameliora Wealth Management’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
2023
Q4 		– Sell
-316
Closed -$21.8K – 191
2023
Q3 		$21.8K Buy
+316
New +$21.8K 0.01% 159

Other funds holding DFJ

3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $516M AUM 16.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Ameliora Wealth Management's DFJ Position: Q4 2023 in Review

Ameliora Wealth Management sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q4 2023, closing a stake of 316 shares — an estimated $21.8K sold.

Ameliora Wealth Management first reported a position in DFJ in Q3 2023 and held it in 1 quarter. The position peaked at $21.8K in Q3 2023. 74 funds tracked by Wall St. Rank hold DFJ as of Q4 2023.

  • Ameliora Wealth Management reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q4 2023 after selling out during the quarter.
  • Ameliora Wealth Management sold 316 WisdomTree Japan SmallCap Dividend Fund shares in Q4 2023, an estimated $21.8K.
  • Ameliora Wealth Management first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q3 2023 and held it in 1 quarter.
  • Ameliora Wealth Management's WisdomTree Japan SmallCap Dividend Fund position peaked at $21.8K in Q3 2023.
  • 74 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q4 2023.

Based on Ameliora Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.