MWAC
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Mariner Wealth Advisors (Cincinnati)’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q3
$28.9M Sell
373,976
-84,836
-18% -$6.56M 1.6% 14
2018
Q2
$35.3M Buy
458,812
+783
+0.2% +$60.3K 2.09% 6
2018
Q1
$37.3M Buy
458,029
+34,621
+8% +$2.82M 2.29% 6
2017
Q4
$34.1M Buy
+423,408
New +$34.1M 2.06% 6