Financial Gravity Asset Management’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Financial Gravity Asset 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
2024 Q1	–	Hold	0	–	–	–	1778
2023 Q4	–	Hold	0	–	–	–	1372
2023 Q3	–	Sell	-67	Closed	-$4.63K	–	1138
2023 Q2	$83	Hold	67	–	–	﹤0.01%	1327
2023 Q1	$17	Buy	+67	New	+$4.36K	﹤0.01%	812
2022 Q4	–	Sell	-114	Closed	-$15	–	1430
2022 Q3	$15	Sell	114 -4	-3%	-$240	﹤0.01%	739
2022 Q2	$15	Sell	118 -14	-11%	-$866	﹤0.01%	655
2022 Q1	$17	Sell	132 -10	-7%	-$694	﹤0.01%	728
2021 Q4	$19	Buy	+142	New	+$10.4K	﹤0.01%	823
2021 Q3	–	Hold	0	–	–	–	431
2021 Q2	–	Hold	0	–	–	–	440
2021 Q1	–	Hold	0	–	–	–	661
2020 Q2	–	Sell	-6	Closed	-$354	–	213
2020 Q1	$354	Sell	6 -1	-14%	-$66	﹤0.01%	614
2019 Q4	$74K	Sell	7 -1	-13%	-$73	0.05%	452
2019 Q3	$1K	Hold	8	–	–	﹤0.01%	1008
2019 Q2	$0	Hold	8	–	–	﹤0.01%	1312
2019 Q1	$1K	Buy	+8	New	+$542	﹤0.01%	1072
2018 Q3	$1K	Sell	11 -3	-21%	-$227	﹤0.01%	1107
2018 Q2	$1K	Buy	14 +4	+40%	+$323	﹤0.01%	1132
2018 Q1	$1K	Buy	+10	New	+$816	﹤0.01%	1106

Other funds holding DFJ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Financial Gravity Asset Management's DFJ Position: Q1 2024 in Review

Financial Gravity Asset Management held its WisdomTree Japan SmallCap Dividend Fund (DFJ) position steady in Q1 2024 at 0 shares worth $68. The position accounts for ﹤0.01% of the portfolio, ranked #1778.

Financial Gravity Asset Management first reported a position in DFJ in Q1 2018 and has held it in 14 quarters since. The position peaked at $74K in Q4 2019. 59 funds tracked by Wall St. Rank hold DFJ as of Q1 2024.

Financial Gravity Asset Management held 0 shares of WisdomTree Japan SmallCap Dividend Fund worth $68 as of Q1 2024.
Financial Gravity Asset Management left its WisdomTree Japan SmallCap Dividend Fund share count unchanged in Q1 2024.
WisdomTree Japan SmallCap Dividend Fund made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2024, its #1778 holding.
Financial Gravity Asset Management first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q1 2018 and has held it in 14 quarters since.
Financial Gravity Asset Management's WisdomTree Japan SmallCap Dividend Fund position peaked at $74K in Q4 2019.
59 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.