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

Beaird Harris 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
2022 Q2	–	Sell	-186	Closed	-$12K	–	451
2022 Q1	$12K	Hold	186	–	–	﹤0.01%	304
2021 Q4	$13K	Buy	+186	New	+$13.6K	﹤0.01%	369

Other funds holding DFJ

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 New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $516M AUM 16.37% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RGC

Roberts, Glore & Co Deerfield, Illinois $364M AUM 19.54% 1-Year Est. Return

Beaird Harris Wealth Management's DFJ Position: Q2 2022 in Review

Beaird Harris Wealth Management sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q2 2022, closing a stake of 186 shares — an estimated $12K sold.

Beaird Harris Wealth Management first reported a position in DFJ in Q4 2021 and held it in 2 quarters. The position peaked at $13K in Q4 2021. 42 funds tracked by Wall St. Rank hold DFJ as of Q2 2022.

Beaird Harris Wealth Management reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q2 2022 after selling out during the quarter.
Beaird Harris Wealth Management sold 186 WisdomTree Japan SmallCap Dividend Fund shares in Q2 2022, an estimated $12K.
Beaird Harris Wealth Management first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2021 and held it in 2 quarters.
Beaird Harris Wealth Management's WisdomTree Japan SmallCap Dividend Fund position peaked at $13K in Q4 2021.
42 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q2 2022.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.