Atlas Capital Advisors’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Atlas Capital 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
2021 Q3	–	Sell	-24	Closed	-$1.84K	–	951
2021 Q2	$1.84K	Hold	24	–	–	﹤0.01%	879
2021 Q1	$1.9K	Hold	24	–	–	﹤0.01%	779
2020 Q4	$1.81K	Buy	+24	New	+$1.7K	﹤0.01%	637
2020 Q3	–	Sell	-25	Closed	-$1.59K	–	372
2020 Q2	$1.59K	Hold	25	–	–	﹤0.01%	657
2020 Q1	$1.45K	Buy	25 +1	+4%	+$66	﹤0.01%	653
2019 Q4	$1.83K	Hold	24	–	–	﹤0.01%	621
2019 Q3	$1.71K	Hold	24	–	–	﹤0.01%	626
2019 Q2	$1.65K	Buy	+24	New	+$1.61K	﹤0.01%	641

Other funds holding DFJ

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

BIA

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

Atlas Capital Advisors's DFJ Position: Q3 2021 in Review

Atlas Capital Advisors sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q3 2021, closing a stake of 24 shares — an estimated $1.84K sold.

Atlas Capital Advisors first reported a position in DFJ in Q2 2019 and held it in 8 quarters. The position peaked at $1.9K in Q1 2021. 52 funds tracked by Wall St. Rank hold DFJ as of Q3 2021.

Atlas Capital Advisors reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q3 2021 after selling out during the quarter.
Atlas Capital Advisors sold 24 WisdomTree Japan SmallCap Dividend Fund shares in Q3 2021, an estimated $1.84K.
Atlas Capital Advisors first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q2 2019 and held it in 8 quarters.
Atlas Capital Advisors's WisdomTree Japan SmallCap Dividend Fund position peaked at $1.9K in Q1 2021.
52 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q3 2021.

Based on Atlas Capital Advisors's 13F filing for Q3 2021, filed 28 Oct 2021.