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Independence Trust’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Independence Trust’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
2017
Q4 		$229K Hold
2,845
– – 0.25% 65
2017
Q3 		$213K Buy
+2,845
New +$206K 0.24% 70

Other funds holding DFJ

MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
MWAC
Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio $1.81B AUM 13.11% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Independence Trust's DFJ Position: Q4 2017 in Review

Independence Trust held its WisdomTree Japan SmallCap Dividend Fund (DFJ) position steady in Q4 2017 at 2,845 shares worth $229K. The position accounts for 0.25% of the portfolio, ranked #65.

Independence Trust first reported a position in DFJ in Q3 2017 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold DFJ as of Q4 2017.

  • Independence Trust held 2,845 shares of WisdomTree Japan SmallCap Dividend Fund worth $229K as of Q4 2017.
  • Independence Trust left its WisdomTree Japan SmallCap Dividend Fund share count unchanged in Q4 2017.
  • WisdomTree Japan SmallCap Dividend Fund made up 0.25% of Independence Trust's portfolio in Q4 2017, its #65 holding.
  • Independence Trust first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q3 2017 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q4 2017.

Based on Independence Trust's 13F filing for Q4 2017, filed 8 Feb 2018.