IWA
DFJ icon

Intercontinental Wealth Advisors’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Intercontinental Wealth Advisors’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
2019
Q1 		– Sell
-533
Closed -$34K – 433
2018
Q4 		$34K Buy
+533
New +$37.4K 0.02% 252

Other funds holding DFJ

JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Intercontinental Wealth Advisors's DFJ Position: Q1 2019 in Review

Intercontinental Wealth Advisors sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q1 2019, closing a stake of 533 shares — an estimated $34K sold.

Intercontinental Wealth Advisors first reported a position in DFJ in Q4 2018 and held it in 1 quarter. The position peaked at $34K in Q4 2018. 74 funds tracked by Wall St. Rank hold DFJ as of Q1 2019.

  • Intercontinental Wealth Advisors reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q1 2019 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 533 WisdomTree Japan SmallCap Dividend Fund shares in Q1 2019, an estimated $34K.
  • Intercontinental Wealth Advisors first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2018 and held it in 1 quarter.
  • Intercontinental Wealth Advisors's WisdomTree Japan SmallCap Dividend Fund position peaked at $34K in Q4 2018.
  • 74 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2019.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2019, filed 8 May 2019.