EWMCB
DFJ icon

EisnerAmper Wealth Management Corporate Benefits’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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 		$1.83M Buy
+24,496
New +$1.71M 0.67% 35

Other funds holding DFJ

3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
Morgan Stanley
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
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
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Vontobel Holding
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
SC
Schoolcraft Capital Boulder, Colorado $516M AUM 16.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

EisnerAmper Wealth Management Corporate Benefits's DFJ Position: Q4 2023 in Review

EisnerAmper Wealth Management Corporate Benefits opened a new position in WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q4 2023: 24,496 shares worth $1.83M. The stake represents 0.67% of the portfolio and ranks #35 among its holdings.

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

  • EisnerAmper Wealth Management Corporate Benefits held 24,496 shares of WisdomTree Japan SmallCap Dividend Fund worth $1.83M as of Q4 2023.
  • WisdomTree Japan SmallCap Dividend Fund was a new EisnerAmper Wealth Management Corporate Benefits position in Q4 2023.
  • WisdomTree Japan SmallCap Dividend Fund made up 0.67% of EisnerAmper Wealth Management Corporate Benefits's portfolio in Q4 2023, its #35 holding.
  • 74 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q4 2023.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q4 2023, filed 3 Jan 2024.