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Cahill Financial Advisors’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Cahill Financial Advisors’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
2021
Q4 		– Sell
-33
Closed -$3K – 354
2021
Q3 		$3K Buy
+33
New +$2.52K ﹤0.01% 746

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RJA
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SC
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BIA
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NL
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cahill Financial Advisors's DFJ Position: Q4 2021 in Review

Cahill Financial Advisors sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q4 2021, closing a stake of 33 shares — an estimated $3K sold.

Cahill Financial Advisors first reported a position in DFJ in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 52 funds tracked by Wall St. Rank hold DFJ as of Q4 2021.

  • Cahill Financial Advisors reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 33 WisdomTree Japan SmallCap Dividend Fund shares in Q4 2021, an estimated $3K.
  • Cahill Financial Advisors first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's WisdomTree Japan SmallCap Dividend Fund position peaked at $3K in Q3 2021.
  • 52 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.