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Lake Point Wealth Management’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Lake Point Wealth 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
-22
Closed -$1K – 717
2018
Q4 		$1K Buy
+22
New +$1.54K ﹤0.01% 746

Other funds holding DFJ

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MFWM
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Lake Point Wealth Management's DFJ Position: Q1 2019 in Review

Lake Point Wealth Management sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q1 2019, closing a stake of 22 shares — an estimated $1K sold.

Lake Point Wealth Management first reported a position in DFJ in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 74 funds tracked by Wall St. Rank hold DFJ as of Q1 2019.

  • Lake Point Wealth Management reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 22 WisdomTree Japan SmallCap Dividend Fund shares in Q1 2019, an estimated $1K.
  • Lake Point Wealth Management first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's WisdomTree Japan SmallCap Dividend Fund position peaked at $1K in Q4 2018.
  • 74 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.