Blue Bell Private Wealth Management’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Blue Bell Private 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
2019 Q4	–	Sell	-100	Closed	-$7K	–	194
2019 Q3	$7K	Hold	100	–	–	﹤0.01%	163
2019 Q2	$7K	Buy	+100	New	+$6.7K	﹤0.01%	164

Other funds holding DFJ

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 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

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

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

Cornerstone Capital Palo Alto, California $1B AUM 21.47% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

IAA

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

Blue Bell Private Wealth Management's DFJ Position: Q4 2019 in Review

Blue Bell Private Wealth Management sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q4 2019, closing a stake of 100 shares — an estimated $7K sold.

Blue Bell Private Wealth Management first reported a position in DFJ in Q2 2019 and held it in 2 quarters. The position peaked at $7K in Q3 2019. 66 funds tracked by Wall St. Rank hold DFJ as of Q4 2019.

Blue Bell Private Wealth Management reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q4 2019 after selling out during the quarter.
Blue Bell Private Wealth Management sold 100 WisdomTree Japan SmallCap Dividend Fund shares in Q4 2019, an estimated $7K.
Blue Bell Private Wealth Management first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q2 2019 and held it in 2 quarters.
Blue Bell Private Wealth Management's WisdomTree Japan SmallCap Dividend Fund position peaked at $7K in Q3 2019.
66 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q4 2019.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2019, filed 22 Jan 2020.