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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$300K Hold
2025
Q1
$277K Hold
2024
Q4
$263K Hold
2024
Q3
$282K Hold
2024
Q2
$263K Hold
2024
Q1
$271K Hold
2023
Q4
$262K Hold
2023
Q3
$241K Hold
2023
Q2
$233K Hold
2023
Q1
$234K Buy