Koshinski Asset Management’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Koshinski Asset 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
2022 Q2	–	Sell	-561	Closed	-$37K	–	890
2022 Q1	$37K	Hold	561	–	–	﹤0.01%	1224
2021 Q4	$40K	Hold	561	–	–	﹤0.01%	1224
2021 Q3	$43.1K	Buy	+561	New	+$42.8K	﹤0.01%	1183
2019 Q1	–	Sell	-3,612	Closed	-$233K	–	411
2018 Q4	$233K	Sell	3,612 -1,122	-24%	-$78.8K	0.06%	347
2018 Q3	$366K	Buy	4,734 +1,500	+46%	+$113K	0.05%	381
2018 Q2	$249K	Buy	+3,234	New	+$262K	0.08%	321
2018 Q1	–	Sell	-3,338	Closed	-$268K	–	375
2017 Q4	$268K	Buy	3,338 +265	+9%	+$20.6K	0.07%	361
2017 Q3	$231K	Buy	+3,073	New	+$222K	0.08%	335

Other funds holding DFJ

MFWM

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

RJA

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

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

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

Schoolcraft Capital Boulder, Colorado $516M AUM 16.37% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

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

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

RGC

Roberts, Glore & Co Deerfield, Illinois $364M AUM 19.54% 1-Year Est. Return

Koshinski Asset Management's DFJ Position: Q2 2022 in Review

Koshinski Asset Management sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q2 2022, closing a stake of 561 shares — an estimated $37K sold.

Koshinski Asset Management first reported a position in DFJ in Q3 2017 and held it in 8 quarters. The position peaked at $366K in Q3 2018. 42 funds tracked by Wall St. Rank hold DFJ as of Q2 2022.

Koshinski Asset Management reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q2 2022 after selling out during the quarter.
Koshinski Asset Management sold 561 WisdomTree Japan SmallCap Dividend Fund shares in Q2 2022, an estimated $37K.
Koshinski Asset Management first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q3 2017 and held it in 8 quarters.
Koshinski Asset Management's WisdomTree Japan SmallCap Dividend Fund position peaked at $366K in Q3 2018.
42 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.