Investmark Advisory Group’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Investmark Advisory Group’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
2022 Q1	–	Sell	-1,417	Closed	-$101K	–	147
2021 Q4	$101K	Buy	+1,417	New	+$104K	0.09%	116

Other funds holding DFJ

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

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

Schoolcraft Capital Boulder, Colorado $516M AUM 16.37% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LSA

Lansing Street Advisors Ambler, Pennsylvania $397M AUM 18.7% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Investmark Advisory Group's DFJ Position: Q1 2022 in Review

Investmark Advisory Group sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q1 2022, closing a stake of 1,417 shares — an estimated $101K sold.

Investmark Advisory Group first reported a position in DFJ in Q4 2021 and held it in 1 quarter. The position peaked at $101K in Q4 2021. 50 funds tracked by Wall St. Rank hold DFJ as of Q1 2022.

Investmark Advisory Group reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q1 2022 after selling out during the quarter.
Investmark Advisory Group sold 1,417 WisdomTree Japan SmallCap Dividend Fund shares in Q1 2022, an estimated $101K.
Investmark Advisory Group first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2021 and held it in 1 quarter.
Investmark Advisory Group's WisdomTree Japan SmallCap Dividend Fund position peaked at $101K in Q4 2021.
50 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.