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NorthRock Partners’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

NorthRock Partners’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
Q4 		– Sell
-250
Closed -$20.2K – 798
2024
Q3 		$20.2K Hold
250
– – ﹤0.01% 744
2024
Q2 		$18.8K Buy
+250
New +$18.8K ﹤0.01% 723

Other funds holding DFJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SBCM
Schwerin Boyle Capital Management Springfield, Massachusetts $788M AUM 13.82% 1-Year Est. Return

NorthRock Partners's DFJ Position: Q4 2024 in Review

NorthRock Partners sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q4 2024, closing a stake of 250 shares — an estimated $20.2K sold.

NorthRock Partners first reported a position in DFJ in Q2 2024 and held it in 2 quarters. The position peaked at $20.2K in Q3 2024. 61 funds tracked by Wall St. Rank hold DFJ as of Q4 2024.

  • NorthRock Partners reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q4 2024 after selling out during the quarter.
  • NorthRock Partners sold 250 WisdomTree Japan SmallCap Dividend Fund shares in Q4 2024, an estimated $20.2K.
  • NorthRock Partners first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q2 2024 and held it in 2 quarters.
  • NorthRock Partners's WisdomTree Japan SmallCap Dividend Fund position peaked at $20.2K in Q3 2024.
  • 61 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q4 2024.

Based on NorthRock Partners's 13F filing for Q4 2024, filed 14 Feb 2025.