Cerity Partners
DFJ icon

Cerity Partners’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Cerity Partners’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
-42,542
Closed -$3.19M – 2296
2023
Q4 		$3.19M Buy
+42,542
New +$2.97M 0.01% 648

Other funds holding DFJ

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Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Barry Investment Advisors
Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return
Schoolcraft Capital
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cerity Partners's DFJ Position: Q1 2024 in Review

Cerity Partners sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q1 2024, closing a stake of 42,542 shares — an estimated $3.19M sold.

Cerity Partners first reported a position in DFJ in Q4 2023 and held it in 1 quarter. The position peaked at $3.19M in Q4 2023. 59 funds tracked by Wall St. Rank hold DFJ as of Q1 2024.

  • Cerity Partners reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q1 2024 after selling out during the quarter.
  • Cerity Partners sold 42,542 WisdomTree Japan SmallCap Dividend Fund shares in Q1 2024, an estimated $3.19M.
  • Cerity Partners first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2023 and held it in 1 quarter.
  • Cerity Partners's WisdomTree Japan SmallCap Dividend Fund position peaked at $3.19M in Q4 2023.
  • 59 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2024.

Based on Cerity Partners's 13F filing for Q1 2024, filed 14 May 2024.