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Bartlett & Co Wealth Management’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Bartlett & Co 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
2018
Q2 		– Sell
-283
Closed -$23K – 724
2018
Q1 		$23K Buy
+283
New +$23.1K ﹤0.01% 523

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MIFH
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MWAC
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Morgan Stanley
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RJA
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MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Citigroup
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HighTower Advisors
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Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Bartlett & Co Wealth Management's DFJ Position: Q2 2018 in Review

Bartlett & Co Wealth Management sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q2 2018, closing a stake of 283 shares — an estimated $23K sold.

Bartlett & Co Wealth Management first reported a position in DFJ in Q1 2018 and held it in 1 quarter. The position peaked at $23K in Q1 2018. 90 funds tracked by Wall St. Rank hold DFJ as of Q2 2018.

  • Bartlett & Co Wealth Management reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q2 2018 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 283 WisdomTree Japan SmallCap Dividend Fund shares in Q2 2018, an estimated $23K.
  • Bartlett & Co Wealth Management first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q1 2018 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's WisdomTree Japan SmallCap Dividend Fund position peaked at $23K in Q1 2018.
  • 90 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q2 2018.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2018, filed 13 Feb 2024.