IWM
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IHT Wealth Management’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

IHT 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
2018
Q2 		– Sell
-85
Closed -$7K – 637
2018
Q1 		$7K Hold
85
– – ﹤0.01% 1260
2017
Q4 		$7K Hold
85
– – ﹤0.01% 1262
2017
Q3 		$6K Buy
+85
New +$6.15K ﹤0.01% 1053

Other funds holding DFJ

JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
MWAC
Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio $1.81B AUM 13.11% 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
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

IHT Wealth Management's DFJ Position: Q2 2018 in Review

IHT Wealth Management sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q2 2018, closing a stake of 85 shares — an estimated $7K sold.

IHT Wealth Management first reported a position in DFJ in Q3 2017 and held it in 3 quarters. The position peaked at $7K in Q1 2018. 90 funds tracked by Wall St. Rank hold DFJ as of Q2 2018.

  • IHT Wealth Management reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 85 WisdomTree Japan SmallCap Dividend Fund shares in Q2 2018, an estimated $7K.
  • IHT Wealth Management first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q3 2017 and held it in 3 quarters.
  • IHT Wealth Management's WisdomTree Japan SmallCap Dividend Fund position peaked at $7K in Q1 2018.
  • 90 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.