Avior Wealth Management’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Avior Wealth Management’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
2020 Q1	–	Sell	-250	Closed	-$18K	–	796
2019 Q4	$18K	Hold	250	–	–	﹤0.01%	538
2019 Q3	$17K	Hold	250	–	–	﹤0.01%	540
2019 Q2	$17K	Buy	+250	New	+$16.8K	﹤0.01%	546
2019 Q1	–	Sell	-380	Closed	-$24K	–	660
2018 Q4	$24K	Buy	+380	New	+$26.7K	0.01%	510

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Avior Wealth Management's DFJ Position: Q1 2020 in Review

Avior Wealth Management sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q1 2020, closing a stake of 250 shares — an estimated $18K sold.

Avior Wealth Management first reported a position in DFJ in Q4 2018 and held it in 4 quarters. The position peaked at $24K in Q4 2018. 55 funds tracked by Wall St. Rank hold DFJ as of Q1 2020.

Avior Wealth Management reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
Avior Wealth Management sold 250 WisdomTree Japan SmallCap Dividend Fund shares in Q1 2020, an estimated $18K.
Avior Wealth Management first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2018 and held it in 4 quarters.
Avior Wealth Management's WisdomTree Japan SmallCap Dividend Fund position peaked at $24K in Q4 2018.
55 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2020.

Based on Avior Wealth Management's 13F filing for Q1 2020, filed 1 Apr 2020.