James Investment Research’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

James Investment Research’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
2016 Q4	–	Sell	-660	Closed	-$41K	–	561
2016 Q3	$41K	Buy	+660	New	+$38.8K	﹤0.01%	422

Other funds holding DFJ

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

James Investment Research's DFJ Position: Q4 2016 in Review

James Investment Research sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q4 2016, closing a stake of 660 shares — an estimated $41K sold.

James Investment Research first reported a position in DFJ in Q3 2016 and held it in 1 quarter. The position peaked at $41K in Q3 2016. 53 funds tracked by Wall St. Rank hold DFJ as of Q4 2016.

James Investment Research reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q4 2016 after selling out during the quarter.
James Investment Research sold 660 WisdomTree Japan SmallCap Dividend Fund shares in Q4 2016, an estimated $41K.
James Investment Research first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q3 2016 and held it in 1 quarter.
James Investment Research's WisdomTree Japan SmallCap Dividend Fund position peaked at $41K in Q3 2016.
53 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q4 2016.

Based on James Investment Research's 13F filing for Q4 2016, filed 19 Jan 2017.