Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Cambridge Investment Research 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
2024
Q1 		– Sell
-50,918
Closed -$3.81M – 3326
2023
Q4 		$3.81M Buy
+50,918
New +$3.55M 0.02% 839
2020
Q3 		– Sell
-3,298
Closed -$211K – 2538
2020
Q2 		$211K Buy
+3,298
New +$205K ﹤0.01% 2140
2020
Q1 		– Sell
-3,540
Closed -$261K – 2310
2019
Q4 		$261K Buy
3,540
+106
+3% +$7.72K ﹤0.01% 2002
2019
Q3 		$236K Sell
3,434
-93
-3% -$6.15K ﹤0.01% 2000
2019
Q2 		$233K Buy
3,527
+126
+4% +$8.44K ﹤0.01% 1907
2019
Q1 		$232K Buy
+3,401
New +$230K ﹤0.01% 1970
2018
Q4 		– Sell
-4,439
Closed -$343K – 2183
2018
Q3 		$343K Buy
4,439
+92
+2% +$6.96K ﹤0.01% 1707
2018
Q2 		$335K Buy
4,347
+274
+7% +$22.2K ﹤0.01% 1647
2018
Q1 		$331K Buy
4,073
+460
+13% +$37.6K ﹤0.01% 1594
2017
Q4 		$291K Buy
+3,613
New +$281K ﹤0.01% 1675
2017
Q3 		– Sell
-4,767
Closed -$334K – 2015
2017
Q2 		$334K Sell
4,767
-667
-12% -$45.8K ﹤0.01% 1448
2017
Q1 		$362K Sell
5,434
-234
-4% -$15.4K 0.01% 1254
2016
Q4 		$351K Sell
5,668
-269
-5% -$16.8K 0.01% 1194
2016
Q3 		$365K Sell
5,937
-3,632
-38% -$214K 0.01% 1198
2016
Q2 		$533K Buy
+9,569
New +$537K 0.01% 898
2015
Q3 		– Sell
-5,698
Closed -$322K – 1505
2015
Q2 		$322K Buy
5,698
+1,003
+21% +$56.4K 0.01% 1027
2015
Q1 		$254K Buy
+4,695
New +$242K 0.01% 1126

Other funds holding DFJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $516M AUM 16.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cambridge Investment Research Advisors's DFJ Position: Q1 2024 in Review

Cambridge Investment Research Advisors sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q1 2024, closing a stake of 50,918 shares — an estimated $3.81M sold.

Cambridge Investment Research Advisors first reported a position in DFJ in Q1 2015 and held it in 17 quarters. The position peaked at $3.81M in Q4 2023. 59 funds tracked by Wall St. Rank hold DFJ as of Q1 2024.

  • Cambridge Investment Research Advisors reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q1 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 50,918 WisdomTree Japan SmallCap Dividend Fund shares in Q1 2024, an estimated $3.81M.
  • Cambridge Investment Research Advisors first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q1 2015 and held it in 17 quarters.
  • Cambridge Investment Research Advisors's WisdomTree Japan SmallCap Dividend Fund position peaked at $3.81M in Q4 2023.
  • 59 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2024, filed 24 Apr 2024.