AWE
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Avidian Wealth Enterprises’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Avidian Wealth Enterprises’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
2014
Q1 		– Sell
-57,477
Closed -$3.07M – 15
2013
Q4 		$3.07M Buy
+57,477
New +$2.92M 2.83% 11

Other funds holding DFJ

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avidian Wealth Enterprises's DFJ Position: Q1 2014 in Review

Avidian Wealth Enterprises sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q1 2014, closing a stake of 57,477 shares — an estimated $3.07M sold.

Avidian Wealth Enterprises first reported a position in DFJ in Q4 2013 and held it in 1 quarter. The position peaked at $3.07M in Q4 2013. 40 funds tracked by Wall St. Rank hold DFJ as of Q1 2014.

  • Avidian Wealth Enterprises reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q1 2014 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 57,477 WisdomTree Japan SmallCap Dividend Fund shares in Q1 2014, an estimated $3.07M.
  • Avidian Wealth Enterprises first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2013 and held it in 1 quarter.
  • Avidian Wealth Enterprises's WisdomTree Japan SmallCap Dividend Fund position peaked at $3.07M in Q4 2013.
  • 40 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2014.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2014, filed 15 May 2014.