Cumberland Advisors’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Cumberland Advisors’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
2018 Q4	–	Sell	-25,800	Closed	-$2M	–	73
2018 Q3	$2M	Sell	25,800 -1,240	-5%	-$93.7K	1.34%	25
2018 Q2	$2.08M	Buy	27,040 +960	+4%	+$77.6K	1.3%	26
2018 Q1	$2.12M	Sell	26,080 -2,050	-7%	-$167K	1.3%	28
2017 Q4	$2.26M	Buy	28,130 +890	+3%	+$69.3K	1.25%	28
2017 Q3	$2.04M	Sell	27,240 -2,800	-9%	-$203K	1.25%	26
2017 Q2	$2.11M	Buy	+30,040	New	+$2.06M	1.24%	24

Other funds holding DFJ

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

MFWM

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

RJA

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Cumberland Advisors's DFJ Position: Q4 2018 in Review

Cumberland Advisors sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q4 2018, closing a stake of 25,800 shares — an estimated $2M sold.

Cumberland Advisors first reported a position in DFJ in Q2 2017 and held it in 6 quarters. The position peaked at $2.26M in Q4 2017. 94 funds tracked by Wall St. Rank hold DFJ as of Q4 2018.

Cumberland Advisors reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q4 2018 after selling out during the quarter.
Cumberland Advisors sold 25,800 WisdomTree Japan SmallCap Dividend Fund shares in Q4 2018, an estimated $2M.
Cumberland Advisors first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q2 2017 and held it in 6 quarters.
Cumberland Advisors's WisdomTree Japan SmallCap Dividend Fund position peaked at $2.26M in Q4 2017.
94 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q4 2018.

Based on Cumberland Advisors's 13F filing for Q4 2018, filed 8 Jan 2019.