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

EPG 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
2021
Q4 		– Sell
-41
Closed -$3K – 399
2021
Q3 		$3K Buy
+41
New +$3.13K ﹤0.01% 358

Other funds holding DFJ

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UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $516M AUM 16.37% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
NL
NKCFO LLC Geneva, Illinois $337M AUM 58.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

EPG Wealth Management's DFJ Position: Q4 2021 in Review

EPG Wealth Management sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q4 2021, closing a stake of 41 shares — an estimated $3K sold.

EPG Wealth Management first reported a position in DFJ in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 52 funds tracked by Wall St. Rank hold DFJ as of Q4 2021.

  • EPG Wealth Management reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q4 2021 after selling out during the quarter.
  • EPG Wealth Management sold 41 WisdomTree Japan SmallCap Dividend Fund shares in Q4 2021, an estimated $3K.
  • EPG Wealth Management first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q3 2021 and held it in 1 quarter.
  • EPG Wealth Management's WisdomTree Japan SmallCap Dividend Fund position peaked at $3K in Q3 2021.
  • 52 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q4 2021.

Based on EPG Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.