L.J. Altfest & Co’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

L.J. Altfest & Co’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
2018 Q1	–	Sell	-8,155	Closed	-$656K	–	156
2017 Q4	$656K	Sell	8,155 -48	-0.6%	-$3.73K	0.25%	92
2017 Q3	$615K	Buy	+8,203	New	+$593K	0.3%	85

Other funds holding DFJ

JCM

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

MWAC

Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio $1.81B AUM 13.11% 1-Year Est. Return

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

RIG

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

MFWM

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

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

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

RJA

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

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

L.J. Altfest & Co's DFJ Position: Q1 2018 in Review

L.J. Altfest & Co sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q1 2018, closing a stake of 8,155 shares — an estimated $656K sold.

L.J. Altfest & Co first reported a position in DFJ in Q3 2017 and held it in 2 quarters. The position peaked at $656K in Q4 2017. 85 funds tracked by Wall St. Rank hold DFJ as of Q1 2018.

L.J. Altfest & Co reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q1 2018 after selling out during the quarter.
L.J. Altfest & Co sold 8,155 WisdomTree Japan SmallCap Dividend Fund shares in Q1 2018, an estimated $656K.
L.J. Altfest & Co first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q3 2017 and held it in 2 quarters.
L.J. Altfest & Co's WisdomTree Japan SmallCap Dividend Fund position peaked at $656K in Q4 2017.
85 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2018.

Based on L.J. Altfest & Co's 13F filing for Q1 2018, filed 10 May 2018.