CWP
Core Wealth Partners’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 | $300K | Hold |
3,500
| – | – | 0.15% | 121 |
|
|
2025
Q1 | $277K | Hold |
3,500
| – | – | 0.16% | 128 |
|
|
2024
Q4 | $263K | Hold |
3,500
| – | – | 0.15% | 136 |
|
|
2024
Q3 | $282K | Hold |
3,500
| – | – | 0.17% | 123 |
|
|
2024
Q2 | $263K | Hold |
3,500
| – | – | 0.18% | 118 |
|
|
2024
Q1 | $271K | Hold |
3,500
| – | – | 0.2% | 103 |
|
|
2023
Q4 | $262K | Hold |
3,500
| – | – | 0.21% | 86 |
|
|
2023
Q3 | $241K | Hold |
3,500
| – | – | 0.22% | 88 |
|
|
2023
Q2 | $233K | Hold |
3,500
| – | – | 0.22% | 89 |
|
|
2023
Q1 | $234K | Buy |
+3,500
| New | +$234K | 0.23% | 78 |
|