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Integrated Wealth Management (Palm Desert)’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2015
Q3 		– Sell
-75
Closed -$4K – 1318
2015
Q2 		$4K Buy
+75
New +$4.22K ﹤0.01% 996

Other funds holding DFJ

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s DFJ Position: Q3 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q3 2015, closing a stake of 75 shares — an estimated $4K sold.

Integrated Wealth Management (Palm Desert) first reported a position in DFJ in Q2 2015 and held it in 1 quarter. The position peaked at $4K in Q2 2015. 54 funds tracked by Wall St. Rank hold DFJ as of Q3 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q3 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 75 WisdomTree Japan SmallCap Dividend Fund shares in Q3 2015, an estimated $4K.
  • Integrated Wealth Management (Palm Desert) first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q2 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s WisdomTree Japan SmallCap Dividend Fund position peaked at $4K in Q2 2015.
  • 54 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q3 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2015, filed 13 Oct 2015.