LGWM
DFJ icon

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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-4,795
Closed -$342K 58
2021
Q4
$342K Sell
4,795
-1,397
-23% -$99.6K 0.06% 64
2021
Q3
$476K Buy
+6,192
New +$476K 0.09% 53