Independent Portfolio Consultants’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Independent Portfolio Consultants’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 Q2	$124K	Buy	+1,775	New	+$122K	0.05%	379

Other funds holding DFJ

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

NVIM

New Vernon Investment Management Highland Park, Illinois $94.2M AUM 4.11% 1-Year Est. Return

Independent Portfolio Consultants's DFJ Position: Q2 2017 in Review

Independent Portfolio Consultants opened a new position in WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q2 2017: 1,775 shares worth $124K. The stake represents 0.05% of the portfolio and ranks #379 among its holdings.

57 funds tracked by Wall St. Rank hold DFJ as of Q2 2017.

Independent Portfolio Consultants held 1,775 shares of WisdomTree Japan SmallCap Dividend Fund worth $124K as of Q2 2017.
WisdomTree Japan SmallCap Dividend Fund was a new Independent Portfolio Consultants position in Q2 2017.
WisdomTree Japan SmallCap Dividend Fund made up 0.05% of Independent Portfolio Consultants's portfolio in Q2 2017, its #379 holding.
57 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.