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

Baker Tilly 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
2024
Q1 		– Sell
-13,938
Closed -$1.04M – 423
2023
Q4 		$1.04M Buy
+13,938
New +$973K 0.17% 134

Other funds holding DFJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $516M AUM 16.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Baker Tilly Wealth Management's DFJ Position: Q1 2024 in Review

Baker Tilly Wealth Management sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q1 2024, closing a stake of 13,938 shares — an estimated $1.04M sold.

Baker Tilly Wealth Management first reported a position in DFJ in Q4 2023 and held it in 1 quarter. The position peaked at $1.04M in Q4 2023. 59 funds tracked by Wall St. Rank hold DFJ as of Q1 2024.

  • Baker Tilly Wealth Management reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q1 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 13,938 WisdomTree Japan SmallCap Dividend Fund shares in Q1 2024, an estimated $1.04M.
  • Baker Tilly Wealth Management first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2023 and held it in 1 quarter.
  • Baker Tilly Wealth Management's WisdomTree Japan SmallCap Dividend Fund position peaked at $1.04M in Q4 2023.
  • 59 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.