Global Trust Asset Management’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Global Trust 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
2020 Q1	–	Sell	-17	Closed	-$1K	–	352
2019 Q4	$1K	Hold	17	–	–	﹤0.01%	356
2019 Q3	$1K	Hold	17	–	–	﹤0.01%	330
2019 Q2	$1K	Buy	+17	New	+$1.14K	﹤0.01%	373
2018 Q1	–	Sell	-4,000	Closed	-$322K	–	376
2017 Q4	$322K	Buy	+4,000	New	+$311K	0.23%	110

Other funds holding DFJ

MFWM

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

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

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

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

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Global Trust Asset Management's DFJ Position: Q1 2020 in Review

Global Trust Asset Management sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q1 2020, closing a stake of 17 shares — an estimated $1K sold.

Global Trust Asset Management first reported a position in DFJ in Q4 2017 and held it in 4 quarters. The position peaked at $322K in Q4 2017. 55 funds tracked by Wall St. Rank hold DFJ as of Q1 2020.

Global Trust Asset Management reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
Global Trust Asset Management sold 17 WisdomTree Japan SmallCap Dividend Fund shares in Q1 2020, an estimated $1K.
Global Trust Asset Management first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2017 and held it in 4 quarters.
Global Trust Asset Management's WisdomTree Japan SmallCap Dividend Fund position peaked at $322K in Q4 2017.
55 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2020.

Based on Global Trust Asset Management's 13F filing for Q1 2020, filed 6 Apr 2020.