D'Orazio & Associates’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

D'Orazio & Associates’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
2019 Q4	–	Sell	-985	Closed	-$68K	–	347
2019 Q3	$68K	Hold	985	–	–	0.02%	120
2019 Q2	$65K	Hold	985	–	–	0.02%	120
2019 Q1	$67K	Hold	985	–	–	0.02%	118
2018 Q4	$63K	Hold	985	–	–	0.02%	110
2018 Q3	$76K	Hold	985	–	–	0.03%	97
2018 Q2	$76K	Buy	+985	New	+$79.6K	0.03%	94

Other funds holding DFJ

MFWM

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

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

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

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

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

Cornerstone Capital Palo Alto, California $1B AUM 21.47% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return

D'Orazio & Associates's DFJ Position: Q4 2019 in Review

D'Orazio & Associates sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q4 2019, closing a stake of 985 shares — an estimated $68K sold.

D'Orazio & Associates first reported a position in DFJ in Q2 2018 and held it in 6 quarters. The position peaked at $76K in Q3 2018. 66 funds tracked by Wall St. Rank hold DFJ as of Q4 2019.

D'Orazio & Associates reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q4 2019 after selling out during the quarter.
D'Orazio & Associates sold 985 WisdomTree Japan SmallCap Dividend Fund shares in Q4 2019, an estimated $68K.
D'Orazio & Associates first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q2 2018 and held it in 6 quarters.
D'Orazio & Associates's WisdomTree Japan SmallCap Dividend Fund position peaked at $76K in Q3 2018.
66 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q4 2019.

Based on D'Orazio & Associates's 13F filing for Q4 2019, filed 22 Jan 2020.