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Mowery & Schoenfeld Wealth Management’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Mowery & Schoenfeld 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
2024
Q1 		– Sell
-2,196
Closed -$164K – 170
2023
Q4 		$164K Buy
+2,196
New +$153K 0.33% 41

Other funds holding DFJ

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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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $516M AUM 16.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's DFJ Position: Q1 2024 in Review

Mowery & Schoenfeld Wealth Management sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q1 2024, closing a stake of 2,196 shares — an estimated $164K sold.

Mowery & Schoenfeld Wealth Management first reported a position in DFJ in Q4 2023 and held it in 1 quarter. The position peaked at $164K in Q4 2023. 59 funds tracked by Wall St. Rank hold DFJ as of Q1 2024.

  • Mowery & Schoenfeld Wealth Management reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q1 2024 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 2,196 WisdomTree Japan SmallCap Dividend Fund shares in Q1 2024, an estimated $164K.
  • Mowery & Schoenfeld Wealth Management first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2023 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's WisdomTree Japan SmallCap Dividend Fund position peaked at $164K in Q4 2023.
  • 59 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2024.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.