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National Planning Corporation’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

National Planning Corporation’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
2015
Q1 		– Sell
-1,387
Closed -$67.1K – 956
2014
Q4 		$67.1K Buy
+1,387
New +$68.3K ﹤0.01% 1115

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RIG
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BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

National Planning Corporation's DFJ Position: Q1 2015 in Review

National Planning Corporation sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q1 2015, closing a stake of 1,387 shares — an estimated $67.1K sold.

National Planning Corporation first reported a position in DFJ in Q4 2014 and held it in 1 quarter. The position peaked at $67.1K in Q4 2014. 54 funds tracked by Wall St. Rank hold DFJ as of Q1 2015.

  • National Planning Corporation reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 1,387 WisdomTree Japan SmallCap Dividend Fund shares in Q1 2015, an estimated $67.1K.
  • National Planning Corporation first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's WisdomTree Japan SmallCap Dividend Fund position peaked at $67.1K in Q4 2014.
  • 54 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.