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

Mariner Wealth Advisors (Cincinnati)’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 Q3	$28.9M	Sell	373,976 -84,836	-18%	-$6.41M	1.6%	14
2018 Q2	$35.3M	Buy	458,812 +783	+0.2%	+$63.3K	2.09%	6
2018 Q1	$37.3M	Buy	458,029 +34,621	+8%	+$2.83M	2.29%	6
2017 Q4	$34.1M	Buy	+423,408	New	+$32.9M	2.06%	6

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s DFJ Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) reduced its WisdomTree Japan SmallCap Dividend Fund (DFJ) stake by 18% in Q3 2018, selling an estimated $6.41M and leaving 373,976 shares worth $28.9M. The position accounts for 1.6% of the portfolio, ranked #14.

Mariner Wealth Advisors (Cincinnati) first reported a position in DFJ in Q4 2017 and has held it in 4 quarters since. The position peaked at $37.3M in Q1 2018. 94 funds tracked by Wall St. Rank hold DFJ as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 373,976 shares of WisdomTree Japan SmallCap Dividend Fund worth $28.9M as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) sold 84,836 WisdomTree Japan SmallCap Dividend Fund shares in Q3 2018, an estimated $6.41M.
WisdomTree Japan SmallCap Dividend Fund made up 1.6% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #14 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2017 and has held it in 4 quarters since.
Mariner Wealth Advisors (Cincinnati)'s WisdomTree Japan SmallCap Dividend Fund position peaked at $37.3M in Q1 2018.
94 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.