Clal Insurance’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Clal Insurance’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	-38,000	Closed	-$2.51M	–	121
2019 Q2	$2.51M	Hold	38,000	–	–	0.06%	74
2019 Q1	$2.59M	Hold	38,000	–	–	0.06%	69
2018 Q4	$2.45M	Hold	38,000	–	–	0.06%	64
2018 Q3	$2.94M	Hold	38,000	–	–	0.08%	54
2018 Q2	$2.93M	Sell	38,000 -6,363	-14%	-$515K	0.08%	50
2018 Q1	$3.61M	Buy	+44,363	New	+$3.62M	0.1%	48

Other funds holding DFJ

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cornerstone Capital Palo Alto, California $1B AUM 21.47% 1-Year Est. Return

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 Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

Clal Insurance's DFJ Position: Q3 2019 in Review

Clal Insurance sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q3 2019, closing a stake of 38,000 shares — an estimated $2.51M sold.

Clal Insurance first reported a position in DFJ in Q1 2018 and held it in 6 quarters. The position peaked at $3.61M in Q1 2018. 67 funds tracked by Wall St. Rank hold DFJ as of Q3 2019.

Clal Insurance reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q3 2019 after selling out during the quarter.
Clal Insurance sold 38,000 WisdomTree Japan SmallCap Dividend Fund shares in Q3 2019, an estimated $2.51M.
Clal Insurance first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q1 2018 and held it in 6 quarters.
Clal Insurance's WisdomTree Japan SmallCap Dividend Fund position peaked at $3.61M in Q1 2018.
67 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q3 2019.

Based on Clal Insurance's 13F filing for Q3 2019, filed 12 Nov 2019.