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Brand Asset Management Group’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Brand Asset Management Group’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
Q3 		– Sell
-165
Closed -$11K – 314
2019
Q2 		$11K Buy
+165
New +$11.1K 0.01% 231

Other funds holding DFJ

MFWM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CC
Cornerstone Capital Palo Alto, California $1B AUM 21.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return

Brand Asset Management Group's DFJ Position: Q3 2019 in Review

Brand Asset Management Group sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q3 2019, closing a stake of 165 shares — an estimated $11K sold.

Brand Asset Management Group first reported a position in DFJ in Q2 2019 and held it in 1 quarter. The position peaked at $11K in Q2 2019. 67 funds tracked by Wall St. Rank hold DFJ as of Q3 2019.

  • Brand Asset Management Group reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q3 2019 after selling out during the quarter.
  • Brand Asset Management Group sold 165 WisdomTree Japan SmallCap Dividend Fund shares in Q3 2019, an estimated $11K.
  • Brand Asset Management Group first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q2 2019 and held it in 1 quarter.
  • Brand Asset Management Group's WisdomTree Japan SmallCap Dividend Fund position peaked at $11K in Q2 2019.
  • 67 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q3 2019.

Based on Brand Asset Management Group's 13F filing for Q3 2019, filed 18 Oct 2019.