IFWM
DFJ icon

Institute for Wealth Management’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Institute for 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
2020
Q1 		– Sell
-115
Closed -$8K – 430
2019
Q4 		$8K Buy
+115
New +$8.37K ﹤0.01% 610

Other funds holding DFJ

MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $516M AUM 16.37% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Institute for Wealth Management's DFJ Position: Q1 2020 in Review

Institute for Wealth Management sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q1 2020, closing a stake of 115 shares — an estimated $8K sold.

Institute for Wealth Management first reported a position in DFJ in Q4 2019 and held it in 1 quarter. The position peaked at $8K in Q4 2019. 55 funds tracked by Wall St. Rank hold DFJ as of Q1 2020.

  • Institute for Wealth Management reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 115 WisdomTree Japan SmallCap Dividend Fund shares in Q1 2020, an estimated $8K.
  • Institute for Wealth Management first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's WisdomTree Japan SmallCap Dividend Fund position peaked at $8K in Q4 2019.
  • 55 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.