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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

Schoolcraft Capital Boulder, Colorado $516M AUM 16.37% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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.