Beacon Pointe Advisors’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $861K | Sell |
10,050
-3,050
| -23% | -$261K | 0.01% | 707 |
|
|
2025
Q1 | $1.04M | Sell |
13,100
-2,900
| -18% | -$230K | 0.01% | 621 |
|
|
2024
Q4 | $1.2M | Sell |
16,000
-1,350
| -8% | -$101K | 0.01% | 589 |
|
|
2024
Q3 | $1.4M | Hold |
17,350
| – | – | 0.02% | 550 |
|
|
2024
Q2 | $1.3M | Sell |
17,350
-150
| -0.9% | -$11.3K | 0.02% | 573 |
|
|
2024
Q1 | $1.35M | Buy |
17,500
+4,150
| +31% | +$321K | 0.02% | 589 |
|
|
2023
Q4 | $1,000K | Buy |
+13,350
| New | +$1,000K | 0.01% | 658 |
|