Darwin Wealth Management’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Darwin Wealth 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
2018 Q1	–	Sell	-17,924	Closed	-$1.44M	–	130
2017 Q4	$1.44M	Buy	17,924 +6,656	+59%	+$518K	0.62%	62
2017 Q3	$845K	Sell	11,268 -102	-0.9%	-$7.38K	0.82%	35
2017 Q2	$797K	Buy	11,370 +2,369	+26%	+$163K	0.44%	68
2017 Q1	$600K	Buy	+9,001	New	+$592K	0.35%	76

Other funds holding DFJ

JCM

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

MWAC

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

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

MFWM

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

RJA

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

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

Darwin Wealth Management's DFJ Position: Q1 2018 in Review

Darwin Wealth Management sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q1 2018, closing a stake of 17,924 shares — an estimated $1.44M sold.

Darwin Wealth Management first reported a position in DFJ in Q1 2017 and held it in 4 quarters. The position peaked at $1.44M in Q4 2017. 85 funds tracked by Wall St. Rank hold DFJ as of Q1 2018.

Darwin Wealth Management reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q1 2018 after selling out during the quarter.
Darwin Wealth Management sold 17,924 WisdomTree Japan SmallCap Dividend Fund shares in Q1 2018, an estimated $1.44M.
Darwin Wealth Management first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q1 2017 and held it in 4 quarters.
Darwin Wealth Management's WisdomTree Japan SmallCap Dividend Fund position peaked at $1.44M in Q4 2017.
85 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2018.

Based on Darwin Wealth Management's 13F filing for Q1 2018, filed 8 May 2018.