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

Financial Gravity Companies’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
2018 Q4	$1K	Buy	+10	New	+$702	﹤0.01%	1063
2018 Q1	$1K	Sell	10 -13	-57%	-$1.06K	﹤0.01%	1106
2017 Q4	$2K	Buy	+23	New	+$1.79K	﹤0.01%	914

Other funds holding DFJ

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

Financial Gravity Companies's DFJ Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q4 2018: 10 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1063 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in DFJ as recently as Q1 2018.

Financial Gravity Companies first reported a position in DFJ in Q4 2017 and has held it in 3 quarters since. The position peaked at $2K in Q4 2017. 94 funds tracked by Wall St. Rank hold DFJ as of Q4 2018.

Financial Gravity Companies held 10 shares of WisdomTree Japan SmallCap Dividend Fund worth $1K as of Q4 2018.
WisdomTree Japan SmallCap Dividend Fund was a new Financial Gravity Companies position in Q4 2018.
WisdomTree Japan SmallCap Dividend Fund made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1063 holding.
Financial Gravity Companies first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2017 and has held it in 3 quarters since.
Financial Gravity Companies's WisdomTree Japan SmallCap Dividend Fund position peaked at $2K in Q4 2017.
94 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.