Carson Wealth (CWM LLC)’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $20K | Hold |
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|
2025
Q2 | $18K | Hold |
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|
2025
Q1 | $17K | Hold |
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|
2024
Q4 | $16K | Buy |
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|
2024
Q3 | $13K | Hold |
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|
2024
Q2 | $13K | Hold |
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|
2024
Q1 | $13K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $5K | Sell |
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|
2016
Q1 | $6K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $2K | Buy |
|