HSBC Holdings’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-7,450
Closed -$442K 2992
2022
Q2
$442K Hold
7,450
﹤0.01% 2392
2022
Q1
$491K Hold
7,450
﹤0.01% 2434
2021
Q4
$531K Hold
7,450
﹤0.01% 2427
2021
Q3
$572K Sell
7,450
-396
-5% -$30.2K ﹤0.01% 2183
2021
Q2
$580K Buy
7,846
+29
+0.4% +$2.19K ﹤0.01% 2077
2021
Q1
$596K Sell
7,817
-300
-4% -$22.5K ﹤0.01% 1879
2020
Q4
$589K Sell
8,117
-1,045
-11% -$74.2K ﹤0.01% 2075
2020
Q3
$641K Sell
9,162
-333
-4% -$22K ﹤0.01% 1783
2020
Q2
$608K Hold
9,495
﹤0.01% 1709
2020
Q1
$552K Hold
9,495
﹤0.01% 1735
2019
Q4
$698K Hold
9,495
﹤0.01% 2040
2019
Q3
$653K Sell
9,495
-1,588
-14% -$105K ﹤0.01% 2177
2019
Q2
$733K Sell
11,083
-553
-5% -$37.1K ﹤0.01% 1908
2019
Q1
$794K Sell
11,636
-1,777
-13% -$120K ﹤0.01% 1933
2018
Q4
$863K Sell
13,413
-204
-1% -$14.3K ﹤0.01% 1866
2018
Q3
$1.05M Sell
13,617
-287
-2% -$21.7K ﹤0.01% 1721
2018
Q2
$1.07M Sell
13,904
-175
-1% -$14.2K ﹤0.01% 1759
2018
Q1
$1.15M Sell
14,079
-577
-4% -$47.1K ﹤0.01% 1594
2017
Q4
$1.18M Buy
14,656
+225
+2% +$17.5K ﹤0.01% 1250
2017
Q3
$1.08M Buy
14,431
+92
+0.6% +$6.65K ﹤0.01% 1465
2017
Q2
$1.01M Sell
14,339
-373
-3% -$25.6K ﹤0.01% 1461
2017
Q1
$981K Sell
14,712
-944
-6% -$62.1K ﹤0.01% 1419
2016
Q4
$970K Sell
15,656
-2,265
-13% -$141K ﹤0.01% 1435
2016
Q3
$1.1M Sell
17,921
-1,247
-7% -$73.3K ﹤0.01% 1325
2016
Q2
$1.07M Sell
19,168
-10,997
-36% -$617K ﹤0.01% 1338
2016
Q1
$1.66M Sell
30,165
-72
-0.2% -$3.83K ﹤0.01% 1193
2015
Q4
$1.71M Buy
30,237
+799
+3% +$44.9K ﹤0.01% 1302
2015
Q3
$1.57M Sell
29,438
-245
-0.8% -$13.5K ﹤0.01% 1118
2015
Q2
$1.68M Buy
29,683
+3,018
+11% +$170K ﹤0.01% 1122
2015
Q1
$1.44M Sell
26,665
-2,239
-8% -$115K ﹤0.01% 1260
2014
Q4
$1.4M Sell
28,904
-2,395
-8% -$118K ﹤0.01% 1241
2014
Q3
$1.61M Sell
31,299
-164
-0.5% -$8.71K ﹤0.01% 1222
2014
Q2
$1.69M Sell
31,463
-4,027
-11% -$203K ﹤0.01% 1181
2014
Q1
$1.77M Sell
35,490
-3,159
-8% -$158K ﹤0.01% 1103
2013
Q4
$1.97M Sell
38,649
-4,606
-11% -$234K 0.01% 1128
2013
Q3
$2.22M Buy
43,255
+1,910
+5% +$93.8K 0.01% 1065
2013
Q2
$1.96M Buy
+41,345
New +$2.02M 0.01% 934

Other funds holding DFJ

HSBC Holdings's DFJ Position: Q3 2022 in Review

HSBC Holdings sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q3 2022, closing a stake of 7,450 shares — an estimated $442K sold.

HSBC Holdings first reported a position in DFJ in Q2 2013 and held it in 37 quarters. The position peaked at $2.22M in Q3 2013. 43 funds tracked by Wall St. Rank hold DFJ as of Q3 2022.

  • HSBC Holdings reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q3 2022 after selling out during the quarter.
  • HSBC Holdings sold 7,450 WisdomTree Japan SmallCap Dividend Fund shares in Q3 2022, an estimated $442K.
  • HSBC Holdings first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q2 2013 and held it in 37 quarters.
  • HSBC Holdings's WisdomTree Japan SmallCap Dividend Fund position peaked at $2.22M in Q3 2013.
  • 43 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q3 2022.

Based on HSBC Holdings's 13F filing for Q3 2022, filed 14 Nov 2022.