Karp Capital Management’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Karp Capital Management’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 Q1	–	Sell	-600	Closed	-$39K	–	173
2018 Q4	$39K	Buy	+600	New	+$42.1K	0.02%	158
2015 Q4	–	Sell	-1,200	Closed	-$64K	–	141
2015 Q3	$64K	Hold	1,200	–	–	0.04%	156
2015 Q2	$68K	Hold	1,200	–	–	0.05%	151
2015 Q1	$65K	Hold	1,200	–	–	0.04%	156
2014 Q4	$58K	Buy	+1,200	New	+$59.1K	0.04%	158

Other funds holding DFJ

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

MFWM

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Karp Capital Management's DFJ Position: Q1 2019 in Review

Karp Capital Management sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q1 2019, closing a stake of 600 shares — an estimated $39K sold.

Karp Capital Management first reported a position in DFJ in Q4 2014 and held it in 5 quarters. The position peaked at $68K in Q2 2015. 74 funds tracked by Wall St. Rank hold DFJ as of Q1 2019.

Karp Capital Management reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q1 2019 after selling out during the quarter.
Karp Capital Management sold 600 WisdomTree Japan SmallCap Dividend Fund shares in Q1 2019, an estimated $39K.
Karp Capital Management first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2014 and held it in 5 quarters.
Karp Capital Management's WisdomTree Japan SmallCap Dividend Fund position peaked at $68K in Q2 2015.
74 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2019.

Based on Karp Capital Management's 13F filing for Q1 2019, filed 7 May 2019.