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Orion Portfolio Solutions’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Orion Portfolio Solutions’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
-38,856
Closed -$2.9M – 1697
2023
Q4 		$2.9M Buy
+38,856
New +$2.71M 0.03% 457

Other funds holding DFJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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

Orion Portfolio Solutions's DFJ Position: Q1 2024 in Review

Orion Portfolio Solutions sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q1 2024, closing a stake of 38,856 shares — an estimated $2.9M sold.

Orion Portfolio Solutions first reported a position in DFJ in Q4 2023 and held it in 1 quarter. The position peaked at $2.9M in Q4 2023. 59 funds tracked by Wall St. Rank hold DFJ as of Q1 2024.

  • Orion Portfolio Solutions reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q1 2024 after selling out during the quarter.
  • Orion Portfolio Solutions sold 38,856 WisdomTree Japan SmallCap Dividend Fund shares in Q1 2024, an estimated $2.9M.
  • Orion Portfolio Solutions first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2023 and held it in 1 quarter.
  • Orion Portfolio Solutions's WisdomTree Japan SmallCap Dividend Fund position peaked at $2.9M in Q4 2023.
  • 59 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2024.

Based on Orion Portfolio Solutions's 13F filing for Q1 2024, filed 9 May 2024.