Atria Investments’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Atria Investments’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	-2,783	Closed	-$215K	–	907
2018 Q3	$215K	Sell	2,783 -264	-9%	-$20K	0.01%	906
2018 Q2	$235K	Buy	+3,047	New	+$246K	0.01%	828

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

Atria Investments's DFJ Position: Q4 2018 in Review

Atria Investments sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q4 2018, closing a stake of 2,783 shares — an estimated $215K sold.

Atria Investments first reported a position in DFJ in Q2 2018 and held it in 2 quarters. The position peaked at $235K in Q2 2018. 94 funds tracked by Wall St. Rank hold DFJ as of Q4 2018.

Atria Investments reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q4 2018 after selling out during the quarter.
Atria Investments sold 2,783 WisdomTree Japan SmallCap Dividend Fund shares in Q4 2018, an estimated $215K.
Atria Investments first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q2 2018 and held it in 2 quarters.
Atria Investments's WisdomTree Japan SmallCap Dividend Fund position peaked at $235K in Q2 2018.
94 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q4 2018.

Based on Atria Investments's 13F filing for Q4 2018, filed 12 Feb 2019.