Carson Wealth (CWM LLC)’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18K | Hold |
212
| – | – | ﹤0.01% | 3966 |
|
|
2025
Q1 | $17K | Hold |
212
| – | – | ﹤0.01% | 3786 |
|
|
2024
Q4 | $16K | Buy |
212
+45
| +27% | +$3.4K | ﹤0.01% | 3569 |
|
|
2024
Q3 | $13K | Hold |
167
| – | – | ﹤0.01% | 3614 |
|
|
2024
Q2 | $13K | Hold |
167
| – | – | ﹤0.01% | 3376 |
|
|
2024
Q1 | $13K | Buy |
+167
| New | +$13K | ﹤0.01% | 3171 |
|
|
2016
Q3 | – | Sell |
-92
| Closed | -$5K | – | 1000 |
|
|
2016
Q2 | $5K | Sell |
92
-25
| -21% | -$1.36K | ﹤0.01% | 620 |
|
|
2016
Q1 | $6K | Buy |
+117
| New | +$6K | ﹤0.01% | 576 |
|
|
2015
Q4 | – | Sell |
-43
| Closed | -$2K | – | 693 |
|
|
2015
Q3 | $2K | Buy |
+43
| New | +$2K | ﹤0.01% | 569 |
|