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

Lenox 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
2018 Q4	–	Sell	-160	Closed	-$12K	–	649
2018 Q3	$12K	Hold	160	–	–	﹤0.01%	390
2018 Q2	$12K	Sell	160 -1,845	-92%	-$149K	﹤0.01%	350
2018 Q1	$167K	Buy	+2,005	New	+$164K	0.05%	138

Other funds holding DFJ

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 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

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

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

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

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

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

Lenox Wealth Management's DFJ Position: Q4 2018 in Review

Lenox Wealth Management sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q4 2018, closing a stake of 160 shares — an estimated $12K sold.

Lenox Wealth Management first reported a position in DFJ in Q1 2018 and held it in 3 quarters. The position peaked at $167K in Q1 2018. 94 funds tracked by Wall St. Rank hold DFJ as of Q4 2018.

Lenox Wealth Management reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q4 2018 after selling out during the quarter.
Lenox Wealth Management sold 160 WisdomTree Japan SmallCap Dividend Fund shares in Q4 2018, an estimated $12K.
Lenox Wealth Management first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q1 2018 and held it in 3 quarters.
Lenox Wealth Management's WisdomTree Japan SmallCap Dividend Fund position peaked at $167K in Q1 2018.
94 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q4 2018.

Based on Lenox Wealth Management's 13F filing for Q4 2018, filed 23 Jan 2019.