JNBA Financial Advisors’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

JNBA Financial 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
2016 Q4	–	Sell	-73	Closed	-$4K	–	692
2016 Q3	$4K	Sell	73 -52	-42%	-$3.06K	﹤0.01%	1282
2016 Q2	$7K	Hold	125	–	–	﹤0.01%	367
2016 Q1	$7K	Sell	125 -125	-50%	-$6.66K	﹤0.01%	387
2015 Q4	$14K	Hold	250	–	–	0.01%	313
2015 Q3	$13K	Hold	250	–	–	0.01%	321
2015 Q2	$14K	Hold	250	–	–	0.01%	323
2015 Q1	$14K	Hold	250	–	–	0.01%	332
2014 Q4	$12K	Hold	250	–	–	﹤0.01%	341
2014 Q3	$13K	Hold	250	–	–	0.01%	337
2014 Q2	$13K	Hold	250	–	–	0.01%	320
2014 Q1	$13K	Hold	250	–	–	0.01%	298
2013 Q4	$13K	Buy	250 +125	+100%	+$6.35K	0.01%	293
2013 Q3	$6K	Buy	+125	New	+$6.14K	﹤0.01%	339

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

JNBA Financial Advisors's DFJ Position: Q4 2016 in Review

JNBA Financial Advisors sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q4 2016, closing a stake of 73 shares — an estimated $4K sold.

JNBA Financial Advisors first reported a position in DFJ in Q3 2013 and held it in 13 quarters. The position peaked at $14K in Q4 2015. 53 funds tracked by Wall St. Rank hold DFJ as of Q4 2016.

JNBA Financial Advisors reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q4 2016 after selling out during the quarter.
JNBA Financial Advisors sold 73 WisdomTree Japan SmallCap Dividend Fund shares in Q4 2016, an estimated $4K.
JNBA Financial Advisors first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q3 2013 and held it in 13 quarters.
JNBA Financial Advisors's WisdomTree Japan SmallCap Dividend Fund position peaked at $14K in Q4 2015.
53 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.