Creative Financial Designs’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Creative Financial Designs’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
2023 Q2	–	Sell	-2	Closed	-$144	–	1478
2023 Q1	$144	Hold	2	–	–	﹤0.01%	1376
2022 Q4	$134	Hold	2	–	–	﹤0.01%	1280
2022 Q3	$0	Hold	2	–	–	﹤0.01%	1292
2022 Q2	$0	Hold	2	–	–	﹤0.01%	1261
2022 Q1	$0	Hold	2	–	–	﹤0.01%	1263
2021 Q4	$0	Hold	2	–	–	﹤0.01%	1254
2021 Q3	$0	Hold	2	–	–	﹤0.01%	1396
2021 Q2	$0	Hold	2	–	–	﹤0.01%	1407
2021 Q1	$0	Hold	2	–	–	﹤0.01%	1312
2020 Q4	$0	Hold	2	–	–	﹤0.01%	1238
2020 Q3	$0	Hold	2	–	–	﹤0.01%	1223
2020 Q2	$0	Hold	2	–	–	﹤0.01%	1154
2020 Q1	$0	Sell	2 -914	-100%	-$60K	﹤0.01%	488
2019 Q4	$68K	Buy	916 +403	+79%	+$29.3K	0.03%	224
2019 Q3	$35K	Buy	+513	New	+$33.9K	0.02%	270

Other funds holding DFJ

MFWM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

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

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Creative Financial Designs's DFJ Position: Q2 2023 in Review

Creative Financial Designs sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q2 2023, closing a stake of 2 shares — an estimated $144 sold.

Creative Financial Designs first reported a position in DFJ in Q3 2019 and held it in 15 quarters. The position peaked at $68K in Q4 2019. 45 funds tracked by Wall St. Rank hold DFJ as of Q2 2023.

Creative Financial Designs reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q2 2023 after selling out during the quarter.
Creative Financial Designs sold 2 WisdomTree Japan SmallCap Dividend Fund shares in Q2 2023, an estimated $144.
Creative Financial Designs first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q3 2019 and held it in 15 quarters.
Creative Financial Designs's WisdomTree Japan SmallCap Dividend Fund position peaked at $68K in Q4 2019.
45 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q2 2023.

Based on Creative Financial Designs's 13F filing for Q2 2023, filed 26 Jul 2023.