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Ironsides Asset Advisors’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Ironsides Asset 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
2021
Q4 		– Sell
-2,750
Closed -$211K – 92
2021
Q3 		$211K Hold
2,750
– – 0.07% 92
2021
Q2 		$203K Hold
2,750
– – 0.06% 94
2021
Q1 		$210K Buy
+2,750
New +$206K 0.07% 86
2020
Q4 		– Sell
-8,735
Closed -$611K – 83
2020
Q3 		$611K Sell
8,735
-5,795
-40% -$383K 0.19% 52
2020
Q2 		$929K Sell
14,530
-5,900
-29% -$367K 0.31% 37
2020
Q1 		$1.19M Hold
20,430
– – 0.72% 17
2019
Q4 		$1.5M Buy
20,430
+1,100
+6% +$80.1K 0.47% 31
2019
Q3 		$1.33M Buy
19,330
+7,200
+59% +$476K 0.44% 32
2019
Q2 		$802K Hold
12,130
– – 0.27% 41
2019
Q1 		$827K Hold
12,130
– – 0.27% 40
2018
Q4 		$781K Sell
12,130
-4,250
-26% -$298K 0.28% 38
2018
Q3 		$1.27M Hold
16,380
– – 0.38% 31
2018
Q2 		$1.26M Sell
16,380
-13,310
-45% -$1.08M 0.43% 29
2018
Q1 		$2.42M Buy
29,690
+4,550
+18% +$372K 0.93% 18
2017
Q4 		$2.02M Buy
25,140
+13,790
+121% +$1.07M 0.78% 20
2017
Q3 		$851K Buy
11,350
+2,800
+33% +$203K 0.35% 40
2017
Q2 		$599K Buy
+8,550
New +$588K 0.26% 51

Other funds holding DFJ

MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
SC
Schoolcraft Capital Boulder, Colorado $516M AUM 16.37% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
NL
NKCFO LLC Geneva, Illinois $337M AUM 58.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ironsides Asset Advisors's DFJ Position: Q4 2021 in Review

Ironsides Asset Advisors sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q4 2021, closing a stake of 2,750 shares — an estimated $211K sold.

Ironsides Asset Advisors first reported a position in DFJ in Q2 2017 and held it in 17 quarters. The position peaked at $2.42M in Q1 2018. 52 funds tracked by Wall St. Rank hold DFJ as of Q4 2021.

  • Ironsides Asset Advisors reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q4 2021 after selling out during the quarter.
  • Ironsides Asset Advisors sold 2,750 WisdomTree Japan SmallCap Dividend Fund shares in Q4 2021, an estimated $211K.
  • Ironsides Asset Advisors first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q2 2017 and held it in 17 quarters.
  • Ironsides Asset Advisors's WisdomTree Japan SmallCap Dividend Fund position peaked at $2.42M in Q1 2018.
  • 52 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q4 2021.

Based on Ironsides Asset Advisors's 13F filing for Q4 2021, filed 4 Feb 2022.