Parkside Financial Bank & Trust’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Parkside Financial Bank & Trust’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
2023 Q1	–	Sell	-450	Closed	-$28.4K	–	2038
2022 Q4	$28.4K	Buy	+450	New	+$26.9K	0.01%	745

Other funds holding DFJ

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

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

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $516M AUM 16.37% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Parkside Financial Bank & Trust's DFJ Position: Q1 2023 in Review

Parkside Financial Bank & Trust sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q1 2023, closing a stake of 450 shares — an estimated $28.4K sold.

Parkside Financial Bank & Trust first reported a position in DFJ in Q4 2022 and held it in 1 quarter. The position peaked at $28.4K in Q4 2022. 48 funds tracked by Wall St. Rank hold DFJ as of Q1 2023.

Parkside Financial Bank & Trust reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q1 2023 after selling out during the quarter.
Parkside Financial Bank & Trust sold 450 WisdomTree Japan SmallCap Dividend Fund shares in Q1 2023, an estimated $28.4K.
Parkside Financial Bank & Trust first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2022 and held it in 1 quarter.
Parkside Financial Bank & Trust's WisdomTree Japan SmallCap Dividend Fund position peaked at $28.4K in Q4 2022.
48 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2023.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2023, filed 4 May 2023.