First Allied Advisory Services’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

First Allied Advisory Services’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 Q3	–	Sell	-2,984	Closed	-$233K	–	1189
2018 Q2	$233K	Buy	+2,984	New	+$241K	0.01%	988
2018 Q1	–	Sell	-5,018	Closed	-$406K	–	1208
2017 Q4	$406K	Buy	+5,018	New	+$390K	0.02%	735
2017 Q3	–	Sell	-4,000	Closed	-$281K	–	1135
2017 Q2	$281K	Sell	4,000 -314	-7%	-$21.6K	0.01%	862
2017 Q1	$274K	Sell	4,314 -1,868	-30%	-$123K	0.01%	823
2016 Q4	$383K	Buy	+6,182	New	+$385K	0.02%	684
2016 Q3	–	Sell	-5,205	Closed	-$293K	–	1046
2016 Q2	$293K	Sell	5,205 -148	-3%	-$8.3K	0.02%	752
2016 Q1	$297K	Sell	5,353 -920	-15%	-$49K	0.02%	742
2015 Q4	$356K	Buy	6,273 +540	+9%	+$30.3K	0.02%	715
2015 Q3	$305K	Sell	5,733 -56	-1%	-$3.08K	0.02%	726
2015 Q2	$330K	Sell	5,789 -692	-11%	-$38.9K	0.01%	788
2015 Q1	$351K	Sell	6,481 -435	-6%	-$22.4K	0.02%	711
2014 Q4	$335K	Hold	6,916	–	–	0.02%	698
2014 Q3	$354K	Buy	+6,916	New	+$367K	0.03%	657
2013 Q4	–	Sell	-4,105	Closed	-$210K	–	963
2013 Q3	$210K	Buy	+4,105	New	+$202K	0.01%	865

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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

MWAC

Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio $1.81B AUM 13.11% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

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

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

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

First Allied Advisory Services's DFJ Position: Q3 2018 in Review

First Allied Advisory Services sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q3 2018, closing a stake of 2,984 shares — an estimated $233K sold.

First Allied Advisory Services first reported a position in DFJ in Q3 2013 and held it in 14 quarters. The position peaked at $406K in Q4 2017. 94 funds tracked by Wall St. Rank hold DFJ as of Q3 2018.

First Allied Advisory Services reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q3 2018 after selling out during the quarter.
First Allied Advisory Services sold 2,984 WisdomTree Japan SmallCap Dividend Fund shares in Q3 2018, an estimated $233K.
First Allied Advisory Services first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q3 2013 and held it in 14 quarters.
First Allied Advisory Services's WisdomTree Japan SmallCap Dividend Fund position peaked at $406K in Q4 2017.
94 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q3 2018.

Based on First Allied Advisory Services's 13F filing for Q3 2018, filed 14 Nov 2018.