Global Financial Private Client’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Global Financial Private Client’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
2020 Q3	–	Sell	-173	Closed	-$11K	–	478
2020 Q2	$11K	Sell	173 -568	-77%	-$35.4K	0.01%	331
2020 Q1	$40.6K	Sell	741 -53	-7%	-$3.48K	0.04%	227
2019 Q4	$58.4K	Buy	+794	New	+$57.8K	0.05%	217

Other funds holding DFJ

MFWM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

RGC

Roberts, Glore & Co Deerfield, Illinois $364M AUM 19.54% 1-Year Est. Return

Global Financial Private Client's DFJ Position: Q3 2020 in Review

Global Financial Private Client sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q3 2020, closing a stake of 173 shares — an estimated $11K sold.

Global Financial Private Client first reported a position in DFJ in Q4 2019 and held it in 3 quarters. The position peaked at $58.4K in Q4 2019. 48 funds tracked by Wall St. Rank hold DFJ as of Q3 2020.

Global Financial Private Client reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q3 2020 after selling out during the quarter.
Global Financial Private Client sold 173 WisdomTree Japan SmallCap Dividend Fund shares in Q3 2020, an estimated $11K.
Global Financial Private Client first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2019 and held it in 3 quarters.
Global Financial Private Client's WisdomTree Japan SmallCap Dividend Fund position peaked at $58.4K in Q4 2019.
48 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q3 2020.

Based on Global Financial Private Client's 13F filing for Q3 2020, filed 16 May 2024.