Migdal Insurance & Financial Holdings’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Migdal Insurance & Financial Holdings’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 Q4	–	Sell	-459,606	Closed	-$35.6M	–	724
2018 Q3	$35.6M	Sell	459,606 -279,715	-38%	-$21.1M	0.74%	27
2018 Q2	$56.9M	Sell	739,321 -313,373	-30%	-$25.3M	1.35%	15
2018 Q1	$85.6M	Buy	1,052,694 +12,540	+1%	+$1.02M	2.03%	12
2017 Q4	$83.7M	Buy	1,040,154 +247,098	+31%	+$19.2M	2.08%	12
2017 Q3	$59.5M	Buy	793,056 +143,841	+22%	+$10.4M	1.41%	19
2017 Q2	$45.5M	Sell	649,215 -958	-0.1%	-$65.9K	1.03%	23
2017 Q1	$43.4M	Buy	+650,173	New	+$42.7M	1.04%	28

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

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

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

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

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

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

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

Migdal Insurance & Financial Holdings's DFJ Position: Q4 2018 in Review

Migdal Insurance & Financial Holdings sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q4 2018, closing a stake of 459,606 shares — an estimated $35.6M sold.

Migdal Insurance & Financial Holdings first reported a position in DFJ in Q1 2017 and held it in 7 quarters. The position peaked at $85.6M in Q1 2018. 94 funds tracked by Wall St. Rank hold DFJ as of Q4 2018.

Migdal Insurance & Financial Holdings reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q4 2018 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 459,606 WisdomTree Japan SmallCap Dividend Fund shares in Q4 2018, an estimated $35.6M.
Migdal Insurance & Financial Holdings first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q1 2017 and held it in 7 quarters.
Migdal Insurance & Financial Holdings's WisdomTree Japan SmallCap Dividend Fund position peaked at $85.6M in Q1 2018.
94 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q4 2018.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2018, filed 13 Feb 2019.