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

Litman Gregory 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
2022
Q1 		– Sell
-4,795
Closed -$342K – 58
2021
Q4 		$342K Sell
4,795
-1,397
-23% -$102K 0.06% 64
2021
Q3 		$476K Buy
+6,192
New +$473K 0.09% 53

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $516M AUM 16.37% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSA
Lansing Street Advisors Ambler, Pennsylvania $397M AUM 18.7% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Litman Gregory Wealth Management's DFJ Position: Q1 2022 in Review

Litman Gregory Wealth Management sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q1 2022, closing a stake of 4,795 shares — an estimated $342K sold.

Litman Gregory Wealth Management first reported a position in DFJ in Q3 2021 and held it in 2 quarters. The position peaked at $476K in Q3 2021. 50 funds tracked by Wall St. Rank hold DFJ as of Q1 2022.

  • Litman Gregory Wealth Management reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q1 2022 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 4,795 WisdomTree Japan SmallCap Dividend Fund shares in Q1 2022, an estimated $342K.
  • Litman Gregory Wealth Management first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q3 2021 and held it in 2 quarters.
  • Litman Gregory Wealth Management's WisdomTree Japan SmallCap Dividend Fund position peaked at $476K in Q3 2021.
  • 50 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2022.

Based on Litman Gregory Wealth Management's 13F filing for Q1 2022, filed 4 May 2022.