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DFA
DHJJ Financial Advisors’s
Wintrust Financial
WTFC
Stock Holding History
DHJJ Financial Advisors’s Portfolio
WTFC Stock Details
WTFC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$144K
Hold
1,033
–
–
0.05%
245
2025
Q4
$144K
Hold
1,033
–
–
0.05%
231
2025
Q3
$137K
Hold
1,033
–
–
0.05%
219
2025
Q2
$128K
Hold
1,033
–
–
0.05%
213
2025
Q1
$116K
Hold
1,033
–
–
0.05%
206
2024
Q4
$129K
Hold
1,033
–
–
0.05%
193
2024
Q3
$112K
Buy
1,033
+545
+112%
+$56.8K
0.04%
204
2024
Q2
$48.1K
Hold
488
–
–
0.02%
272
2024
Q1
$50.9K
Buy
488
+201
+70%
+$19.4K
0.02%
261
2023
Q4
$26.6K
Hold
287
–
–
0.01%
331
2023
Q3
$21.7K
Buy
+287
New
+$22.6K
0.01%
351
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$1.02T AUM
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1-Year Est. Return
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$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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