IAG Wealth Partners’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

IAG Wealth Partners’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
2021 Q3	–	Sell	-95	Closed	-$8K	–	391
2021 Q2	$8K	Hold	95	–	–	﹤0.01%	279
2021 Q1	$8K	Buy	+95	New	+$7.13K	﹤0.01%	279

Other funds holding DFJ

MFWM

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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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

IAG Wealth Partners's DFJ Position: Q3 2021 in Review

IAG Wealth Partners sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q3 2021, closing a stake of 95 shares — an estimated $8K sold.

IAG Wealth Partners first reported a position in DFJ in Q1 2021 and held it in 2 quarters. The position peaked at $8K in Q2 2021. 52 funds tracked by Wall St. Rank hold DFJ as of Q3 2021.

IAG Wealth Partners reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q3 2021 after selling out during the quarter.
IAG Wealth Partners sold 95 WisdomTree Japan SmallCap Dividend Fund shares in Q3 2021, an estimated $8K.
IAG Wealth Partners first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q1 2021 and held it in 2 quarters.
IAG Wealth Partners's WisdomTree Japan SmallCap Dividend Fund position peaked at $8K in Q2 2021.
52 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q3 2021.

Based on IAG Wealth Partners's 13F filing for Q3 2021, filed 4 Nov 2021.