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Artemis Wealth Advisors’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Artemis Wealth 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
Q3 		– Sell
-3,226
Closed -$33K – 111
2022
Q2 		$33K Buy
+3,226
New +$200K 0.01% 71

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RJA
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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
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Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Artemis Wealth Advisors's DFJ Position: Q3 2022 in Review

Artemis Wealth Advisors sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q3 2022, closing a stake of 3,226 shares — an estimated $33K sold.

Artemis Wealth Advisors first reported a position in DFJ in Q2 2022 and held it in 1 quarter. The position peaked at $33K in Q2 2022. 43 funds tracked by Wall St. Rank hold DFJ as of Q3 2022.

  • Artemis Wealth Advisors reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q3 2022 after selling out during the quarter.
  • Artemis Wealth Advisors sold 3,226 WisdomTree Japan SmallCap Dividend Fund shares in Q3 2022, an estimated $33K.
  • Artemis Wealth Advisors first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q2 2022 and held it in 1 quarter.
  • Artemis Wealth Advisors's WisdomTree Japan SmallCap Dividend Fund position peaked at $33K in Q2 2022.
  • 43 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q3 2022.

Based on Artemis Wealth Advisors's 13F filing for Q3 2022, filed 24 Oct 2022.