American Portfolios Advisors’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

American Portfolios Advisors’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
2022 Q2	–	Sell	-33	Closed	-$2.16K	–	3555
2022 Q1	$2.16K	Hold	33	–	–	﹤0.01%	3207
2021 Q4	$2.34K	Buy	33 +1	+3%	+$73	﹤0.01%	3135
2021 Q3	$2.5K	Hold	32	–	–	﹤0.01%	3101
2021 Q2	$2.4K	Hold	32	–	–	﹤0.01%	3106
2021 Q1	$2.46K	Hold	32	–	–	﹤0.01%	2939
2020 Q4	$2.33K	Hold	32	–	–	﹤0.01%	2663
2020 Q3	$2.22K	Hold	32	–	–	﹤0.01%	2576
2020 Q2	$2.03K	Buy	32 +1	+3%	+$62	﹤0.01%	2541
2020 Q1	$1.82K	Hold	31	–	–	﹤0.01%	2431
2019 Q4	$2.3K	Hold	31	–	–	﹤0.01%	2548
2019 Q3	$2.13K	Hold	31	–	–	﹤0.01%	2502
2019 Q2	$2.02K	Sell	31 -35	-53%	-$2.35K	﹤0.01%	2478
2019 Q1	$4.47K	Hold	66	–	–	﹤0.01%	2130
2018 Q4	$4.22K	Buy	66 +1	+2%	+$70	﹤0.01%	1933
2018 Q3	$5.03K	Hold	65	–	–	﹤0.01%	2002
2018 Q2	$5K	Buy	65 +1	+2%	+$81	﹤0.01%	1982
2018 Q1	$5.24K	Hold	64	–	–	﹤0.01%	1868
2017 Q4	$5.14K	Buy	+64	New	+$4.98K	﹤0.01%	1828

Other funds holding DFJ

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $516M AUM 16.37% 1-Year Est. Return

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

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

RGC

Roberts, Glore & Co Deerfield, Illinois $364M AUM 19.54% 1-Year Est. Return

American Portfolios Advisors's DFJ Position: Q2 2022 in Review

American Portfolios Advisors sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q2 2022, closing a stake of 33 shares — an estimated $2.16K sold.

American Portfolios Advisors first reported a position in DFJ in Q4 2017 and held it in 18 quarters. The position peaked at $5.24K in Q1 2018. 42 funds tracked by Wall St. Rank hold DFJ as of Q2 2022.

American Portfolios Advisors reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q2 2022 after selling out during the quarter.
American Portfolios Advisors sold 33 WisdomTree Japan SmallCap Dividend Fund shares in Q2 2022, an estimated $2.16K.
American Portfolios Advisors first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2017 and held it in 18 quarters.
American Portfolios Advisors's WisdomTree Japan SmallCap Dividend Fund position peaked at $5.24K in Q1 2018.
42 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q2 2022.

Based on American Portfolios Advisors's 13F filing for Q2 2022, filed 20 Mar 2023.