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ICA Group Wealth Management’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

ICA Group Wealth 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
2024
Q2 		– Sell
-19
Closed -$1.47K – 895
2024
Q1 		$1.47K Hold
19
– – ﹤0.01% 1208
2023
Q4 		$1.42K Buy
+19
New +$1.33K ﹤0.01% 1210

Other funds holding DFJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ICA Group Wealth Management's DFJ Position: Q2 2024 in Review

ICA Group Wealth Management sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q2 2024, closing a stake of 19 shares — an estimated $1.47K sold.

ICA Group Wealth Management first reported a position in DFJ in Q4 2023 and held it in 2 quarters. The position peaked at $1.47K in Q1 2024. 60 funds tracked by Wall St. Rank hold DFJ as of Q2 2024.

  • ICA Group Wealth Management reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 19 WisdomTree Japan SmallCap Dividend Fund shares in Q2 2024, an estimated $1.47K.
  • ICA Group Wealth Management first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2023 and held it in 2 quarters.
  • ICA Group Wealth Management's WisdomTree Japan SmallCap Dividend Fund position peaked at $1.47K in Q1 2024.
  • 60 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.