IFP Advisors’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

IFP Advisors’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 Q2	–	Sell	-111	Closed	-$8.38K	–	3098
2021 Q1	$8K	Buy	+111	New	+$8.33K	﹤0.01%	2215
2019 Q1	–	Sell	-279	Closed	-$18K	–	2590
2018 Q4	$18K	Hold	279	–	–	﹤0.01%	2189
2018 Q3	$22K	Sell	279 -92	-25%	-$6.96K	﹤0.01%	2404
2018 Q2	$29K	Sell	371 -131	-26%	-$10.6K	﹤0.01%	2244
2018 Q1	$40K	Hold	502	–	–	﹤0.01%	1946
2017 Q4	$40K	Buy	502 +223	+80%	+$17.4K	﹤0.01%	1967
2017 Q3	$21K	Hold	279	–	–	﹤0.01%	2553
2017 Q2	$20K	Hold	279	–	–	﹤0.01%	2580
2017 Q1	$19K	Sell	279 -904	-76%	-$59.4K	﹤0.01%	2534
2016 Q4	$73K	Hold	1,183	–	–	﹤0.01%	1652
2016 Q3	$73K	Sell	1,183 -7	-0.6%	-$412	﹤0.01%	1569
2016 Q2	$66K	Buy	+1,190	New	+$66.7K	﹤0.01%	1588
2016 Q1	–	Sell	-6,394	Closed	-$362K	–	2590
2015 Q4	$362K	Buy	+6,394	New	+$359K	0.02%	586

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

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

PHS

Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return

IFP Advisors's DFJ Position: Q2 2021 in Review

IFP Advisors sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q2 2021, closing a stake of 111 shares — an estimated $8.38K sold.

IFP Advisors first reported a position in DFJ in Q4 2015 and held it in 13 quarters. The position peaked at $362K in Q4 2015. 53 funds tracked by Wall St. Rank hold DFJ as of Q2 2021.

IFP Advisors reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q2 2021 after selling out during the quarter.
IFP Advisors sold 111 WisdomTree Japan SmallCap Dividend Fund shares in Q2 2021, an estimated $8.38K.
IFP Advisors first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2015 and held it in 13 quarters.
IFP Advisors's WisdomTree Japan SmallCap Dividend Fund position peaked at $362K in Q4 2015.
53 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q2 2021.

Based on IFP Advisors's 13F filing for Q2 2021, filed 13 Jul 2021.