Nikulski Financial’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Nikulski Financial’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 Q2	–	Sell	-2,844	Closed	-$231K	–	78
2018 Q1	$231K	Buy	+2,844	New	+$232K	0.23%	68

Other funds holding DFJ

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

MWAC

Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio $1.81B AUM 13.11% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Nikulski Financial's DFJ Position: Q2 2018 in Review

Nikulski Financial sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q2 2018, closing a stake of 2,844 shares — an estimated $231K sold.

Nikulski Financial first reported a position in DFJ in Q1 2018 and held it in 1 quarter. The position peaked at $231K in Q1 2018. 90 funds tracked by Wall St. Rank hold DFJ as of Q2 2018.

Nikulski Financial reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q2 2018 after selling out during the quarter.
Nikulski Financial sold 2,844 WisdomTree Japan SmallCap Dividend Fund shares in Q2 2018, an estimated $231K.
Nikulski Financial first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q1 2018 and held it in 1 quarter.
Nikulski Financial's WisdomTree Japan SmallCap Dividend Fund position peaked at $231K in Q1 2018.
90 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q2 2018.

Based on Nikulski Financial's 13F filing for Q2 2018, filed 10 Aug 2018.