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GHP Investment Advisors’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

GHP Investment Advisors’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
2022
Q2 		– Sell
-283
Closed -$19K – 950
2022
Q1 		$19K Buy
+283
New +$19.6K ﹤0.01% 615

Other funds holding DFJ

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
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
SC
Schoolcraft Capital Boulder, Colorado $516M AUM 16.37% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RGC
Roberts, Glore & Co Deerfield, Illinois $364M AUM 19.54% 1-Year Est. Return

GHP Investment Advisors's DFJ Position: Q2 2022 in Review

GHP Investment Advisors sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q2 2022, closing a stake of 283 shares — an estimated $19K sold.

GHP Investment Advisors first reported a position in DFJ in Q1 2022 and held it in 1 quarter. The position peaked at $19K in Q1 2022. 42 funds tracked by Wall St. Rank hold DFJ as of Q2 2022.

  • GHP Investment Advisors reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q2 2022 after selling out during the quarter.
  • GHP Investment Advisors sold 283 WisdomTree Japan SmallCap Dividend Fund shares in Q2 2022, an estimated $19K.
  • GHP Investment Advisors first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q1 2022 and held it in 1 quarter.
  • GHP Investment Advisors's WisdomTree Japan SmallCap Dividend Fund position peaked at $19K in Q1 2022.
  • 42 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q2 2022.

Based on GHP Investment Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.