Janney Montgomery Scott
DFJ icon

Janney Montgomery Scott’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Janney Montgomery Scott’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
Q4 		– Sell
-18,433
Closed -$1.27M – 2078
2019
Q3 		$1.27M Sell
18,433
-4,330
-19% -$286K 0.01% 931
2019
Q2 		$1.5M Sell
22,763
-3,371
-13% -$226K 0.01% 858
2019
Q1 		$1.78M Sell
26,134
-112,334
-81% -$7.61M 0.01% 762
2018
Q4 		$8.92M Sell
138,468
-41,038
-23% -$2.88M 0.09% 253
2018
Q3 		$13.9M Buy
179,506
+12,986
+8% +$982K 0.12% 199
2018
Q2 		$12.8M Buy
166,520
+70,900
+74% +$5.73M 0.12% 193
2018
Q1 		$7.78M Buy
95,620
+50,200
+111% +$4.1M 0.08% 265
2017
Q4 		$3.65M Buy
45,420
+613
+1% +$47.7K 0.04% 447
2017
Q3 		$3.36M Buy
44,807
+2,103
+5% +$152K 0.04% 432
2017
Q2 		$2.99M Buy
42,704
+3,120
+8% +$214K 0.04% 441
2017
Q1 		$2.64M Sell
39,584
-19,355
-33% -$1.27M 0.04% 472
2016
Q4 		$3.65M Buy
+58,939
New +$3.67M 0.06% 330

Other funds holding DFJ

MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $516M AUM 16.37% 1-Year Est. Return
CC
Cornerstone Capital Palo Alto, California $1B AUM 21.47% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return

Janney Montgomery Scott's DFJ Position: Q4 2019 in Review

Janney Montgomery Scott sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q4 2019, closing a stake of 18,433 shares — an estimated $1.27M sold.

Janney Montgomery Scott first reported a position in DFJ in Q4 2016 and held it in 12 quarters. The position peaked at $13.9M in Q3 2018. 66 funds tracked by Wall St. Rank hold DFJ as of Q4 2019.

  • Janney Montgomery Scott reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q4 2019 after selling out during the quarter.
  • Janney Montgomery Scott sold 18,433 WisdomTree Japan SmallCap Dividend Fund shares in Q4 2019, an estimated $1.27M.
  • Janney Montgomery Scott first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2016 and held it in 12 quarters.
  • Janney Montgomery Scott's WisdomTree Japan SmallCap Dividend Fund position peaked at $13.9M in Q3 2018.
  • 66 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q4 2019.

Based on Janney Montgomery Scott's 13F filing for Q4 2019, filed 21 Jan 2020.