Parallel Advisors’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Parallel Advisors’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
2021 Q4	–	Sell	-26	Closed	-$1.9K	–	3128
2021 Q3	$2K	Hold	26	–	–	﹤0.01%	2667
2021 Q2	$2K	Buy	+26	New	+$1.96K	﹤0.01%	2542
2018 Q4	–	Sell	-830	Closed	-$64K	–	2142
2018 Q3	$64K	Hold	830	–	–	0.01%	728
2018 Q2	$63K	Hold	830	–	–	0.01%	662
2018 Q1	$68K	Sell	830 -11	-1%	-$898	0.01%	603
2017 Q4	$68K	Sell	841 -40	-5%	-$3.11K	0.01%	600
2017 Q3	$68K	Hold	881	–	–	0.01%	588
2017 Q2	$64K	Buy	881 +1	+0.1%	+$69	0.01%	612
2017 Q1	$60K	Buy	+880	New	+$57.8K	0.01%	599

Other funds holding DFJ

MFWM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

NKCFO LLC Geneva, Illinois $330M AUM 51.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Parallel Advisors's DFJ Position: Q4 2021 in Review

Parallel Advisors sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q4 2021, closing a stake of 26 shares — an estimated $1.9K sold.

Parallel Advisors first reported a position in DFJ in Q1 2017 and held it in 9 quarters. The position peaked at $68K in Q1 2018. 51 funds tracked by Wall St. Rank hold DFJ as of Q4 2021.

Parallel Advisors reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q4 2021 after selling out during the quarter.
Parallel Advisors sold 26 WisdomTree Japan SmallCap Dividend Fund shares in Q4 2021, an estimated $1.9K.
Parallel Advisors first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q1 2017 and held it in 9 quarters.
Parallel Advisors's WisdomTree Japan SmallCap Dividend Fund position peaked at $68K in Q1 2018.
51 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q4 2021.

Based on Parallel Advisors's 13F filing for Q4 2021, filed 20 Jan 2022.