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Cresset Asset Management’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Cresset Asset Management’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
Q4 		– Sell
-2,764
Closed -$223K – 1875
2024
Q3 		$223K Hold
2,764
– – ﹤0.01% 1941
2024
Q2 		$208K Buy
+2,764
New +$208K ﹤0.01% 1883

Other funds holding DFJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Vontobel Holding
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
SC
Schoolcraft Capital Boulder, Colorado $516M AUM 16.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SBCM
Schwerin Boyle Capital Management Springfield, Massachusetts $788M AUM 13.82% 1-Year Est. Return

Cresset Asset Management's DFJ Position: Q4 2024 in Review

Cresset Asset Management sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q4 2024, closing a stake of 2,764 shares — an estimated $223K sold.

Cresset Asset Management first reported a position in DFJ in Q2 2024 and held it in 2 quarters. The position peaked at $223K in Q3 2024. 61 funds tracked by Wall St. Rank hold DFJ as of Q4 2024.

  • Cresset Asset Management reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q4 2024 after selling out during the quarter.
  • Cresset Asset Management sold 2,764 WisdomTree Japan SmallCap Dividend Fund shares in Q4 2024, an estimated $223K.
  • Cresset Asset Management first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q2 2024 and held it in 2 quarters.
  • Cresset Asset Management's WisdomTree Japan SmallCap Dividend Fund position peaked at $223K in Q3 2024.
  • 61 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.