MGO One Seven’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

MGO One Seven’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
2019 Q1	–	Sell	-2,154	Closed	-$138K	–	683
2018 Q4	$138K	Sell	2,154 -659	-23%	-$46.3K	0.06%	364
2018 Q3	$217K	Buy	+2,813	New	+$213K	0.1%	290
2018 Q1	$93K	Hold	1,148	–	–	0.04%	455
2017 Q4	$92K	Buy	+1,148	New	+$89.3K	0.04%	456

Other funds holding DFJ

JCM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

MGO One Seven's DFJ Position: Q1 2019 in Review

MGO One Seven sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q1 2019, closing a stake of 2,154 shares — an estimated $138K sold.

MGO One Seven first reported a position in DFJ in Q4 2017 and held it in 4 quarters. The position peaked at $217K in Q3 2018. 74 funds tracked by Wall St. Rank hold DFJ as of Q1 2019.

MGO One Seven reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q1 2019 after selling out during the quarter.
MGO One Seven sold 2,154 WisdomTree Japan SmallCap Dividend Fund shares in Q1 2019, an estimated $138K.
MGO One Seven first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2017 and held it in 4 quarters.
MGO One Seven's WisdomTree Japan SmallCap Dividend Fund position peaked at $217K in Q3 2018.
74 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2019.

Based on MGO One Seven's 13F filing for Q1 2019, filed 9 Apr 2019.