Cypress Wealth Services’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Cypress Wealth Services’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 Q3	–	Sell	-2,891	Closed	-$223K	–	231
2018 Q2	$223K	Buy	+2,891	New	+$234K	0.08%	198

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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

MWAC

Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio $1.81B AUM 13.11% 1-Year Est. Return

MFWM

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

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

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

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

Cypress Wealth Services's DFJ Position: Q3 2018 in Review

Cypress Wealth Services sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q3 2018, closing a stake of 2,891 shares — an estimated $223K sold.

Cypress Wealth Services first reported a position in DFJ in Q2 2018 and held it in 1 quarter. The position peaked at $223K in Q2 2018. 94 funds tracked by Wall St. Rank hold DFJ as of Q3 2018.

Cypress Wealth Services reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q3 2018 after selling out during the quarter.
Cypress Wealth Services sold 2,891 WisdomTree Japan SmallCap Dividend Fund shares in Q3 2018, an estimated $223K.
Cypress Wealth Services first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q2 2018 and held it in 1 quarter.
Cypress Wealth Services's WisdomTree Japan SmallCap Dividend Fund position peaked at $223K in Q2 2018.
94 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q3 2018.

Based on Cypress Wealth Services's 13F filing for Q3 2018, filed 19 Oct 2018.