EWM
DFJ icon

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

Evercore 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
2017
Q2 		– Sell
-950
Closed -$63K – 982
2017
Q1 		$63K Buy
+950
New +$62.5K ﹤0.01% 559

Other funds holding DFJ

MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NVIM
New Vernon Investment Management Highland Park, Illinois $94.2M AUM 4.11% 1-Year Est. Return

Evercore Wealth Management's DFJ Position: Q2 2017 in Review

Evercore Wealth Management sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q2 2017, closing a stake of 950 shares — an estimated $63K sold.

Evercore Wealth Management first reported a position in DFJ in Q1 2017 and held it in 1 quarter. The position peaked at $63K in Q1 2017. 57 funds tracked by Wall St. Rank hold DFJ as of Q2 2017.

  • Evercore Wealth Management reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q2 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 950 WisdomTree Japan SmallCap Dividend Fund shares in Q2 2017, an estimated $63K.
  • Evercore Wealth Management first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q1 2017 and held it in 1 quarter.
  • Evercore Wealth Management's WisdomTree Japan SmallCap Dividend Fund position peaked at $63K in Q1 2017.
  • 57 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q2 2017.

Based on Evercore Wealth Management's 13F filing for Q2 2017, filed 11 Aug 2017.