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

Obermeyer Wealth 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
2013
Q3 		– Sell
-339
Closed -$16K – 116
2013
Q2 		$16K Buy
+339
New +$16.6K ﹤0.01% 218

Other funds holding DFJ

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Obermeyer Wealth Partners's DFJ Position: Q3 2013 in Review

Obermeyer Wealth Partners sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q3 2013, closing a stake of 339 shares — an estimated $16K sold.

Obermeyer Wealth Partners first reported a position in DFJ in Q2 2013 and held it in 1 quarter. The position peaked at $16K in Q2 2013. 38 funds tracked by Wall St. Rank hold DFJ as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 339 WisdomTree Japan SmallCap Dividend Fund shares in Q3 2013, an estimated $16K.
  • Obermeyer Wealth Partners first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's WisdomTree Japan SmallCap Dividend Fund position peaked at $16K in Q2 2013.
  • 38 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q3 2013.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2013, filed 18 Oct 2013.