DFPG Investments’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

DFPG Investments’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 Q4	$428K	Buy	+5,787	New	+$404K	0.03%	443

Other funds holding DFJ

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

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

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

RJA

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

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

DFPG Investments's DFJ Position: Q4 2023 in Review

DFPG Investments opened a new position in WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q4 2023: 5,787 shares worth $428K. The stake represents 0.03% of the portfolio and ranks #443 among its holdings.

74 funds tracked by Wall St. Rank hold DFJ as of Q4 2023.

DFPG Investments held 5,787 shares of WisdomTree Japan SmallCap Dividend Fund worth $428K as of Q4 2023.
WisdomTree Japan SmallCap Dividend Fund was a new DFPG Investments position in Q4 2023.
WisdomTree Japan SmallCap Dividend Fund made up 0.03% of DFPG Investments's portfolio in Q4 2023, its #443 holding.
74 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.