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Calton & Associates’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-760
Closed -$64K – 541
2017
Q4 		$64K Buy
+760
New +$59.1K 0.02% 607

Other funds holding DFJ

JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
MWAC
Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio $1.81B AUM 13.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Calton & Associates's DFJ Position: Q1 2018 in Review

Calton & Associates sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q1 2018, closing a stake of 760 shares — an estimated $64K sold.

Calton & Associates first reported a position in DFJ in Q4 2017 and held it in 1 quarter. The position peaked at $64K in Q4 2017. 85 funds tracked by Wall St. Rank hold DFJ as of Q1 2018.

  • Calton & Associates reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 760 WisdomTree Japan SmallCap Dividend Fund shares in Q1 2018, an estimated $64K.
  • Calton & Associates first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's WisdomTree Japan SmallCap Dividend Fund position peaked at $64K in Q4 2017.
  • 85 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.