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Carroll Financial Associates’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Carroll Financial 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
2019
Q3 		– Sell
-113
Closed -$7K – 1552
2019
Q2 		$7K Hold
113
– – ﹤0.01% 1100
2019
Q1 		$7K Buy
+113
New +$7.65K ﹤0.01% 1023

Other funds holding DFJ

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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

Carroll Financial Associates's DFJ Position: Q3 2019 in Review

Carroll Financial Associates sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q3 2019, closing a stake of 113 shares — an estimated $7K sold.

Carroll Financial Associates first reported a position in DFJ in Q1 2019 and held it in 2 quarters. The position peaked at $7K in Q2 2019. 67 funds tracked by Wall St. Rank hold DFJ as of Q3 2019.

  • Carroll Financial Associates reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q3 2019 after selling out during the quarter.
  • Carroll Financial Associates sold 113 WisdomTree Japan SmallCap Dividend Fund shares in Q3 2019, an estimated $7K.
  • Carroll Financial Associates first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q1 2019 and held it in 2 quarters.
  • Carroll Financial Associates's WisdomTree Japan SmallCap Dividend Fund position peaked at $7K in Q2 2019.
  • 67 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q3 2019.

Based on Carroll Financial Associates's 13F filing for Q3 2019, filed 9 Oct 2019.