Patriot Financial Group Insurance Agency’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Patriot Financial Group Insurance Agency’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
2020 Q2	–	Sell	-14	Closed	-$1K	–	1681
2020 Q1	$1K	Sell	14 -580	-98%	-$38.1K	﹤0.01%	1410
2019 Q4	$44K	Sell	594 -491	-45%	-$35.8K	0.02%	502
2019 Q3	$75K	Sell	1,085 -2,214	-67%	-$146K	0.03%	358
2019 Q2	$223K	Buy	3,299 +62	+2%	+$4.16K	0.1%	177
2019 Q1	$221K	Buy	3,237 +650	+25%	+$44K	0.11%	155
2018 Q4	$167K	Buy	2,587 +1,124	+77%	+$78.9K	0.11%	143
2018 Q3	$113K	Buy	1,463 +70	+5%	+$5.29K	0.07%	190
2018 Q2	$107K	Sell	1,393 -71	-5%	-$5.74K	0.11%	108
2018 Q1	$117K	Hold	1,464	–	–	0.09%	189
2017 Q4	$121K	Hold	1,464	–	–	0.09%	182
2017 Q3	$110K	Hold	1,464	–	–	0.1%	165
2017 Q2	$101K	Buy	1,464 +1	+0.1%	+$69	0.11%	155
2017 Q1	$97K	Sell	1,463 -250	-15%	-$16.4K	0.1%	151
2016 Q4	$109K	Buy	+1,713	New	+$107K	0.15%	133

Other funds holding DFJ

MFWM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DFJ Position: Q2 2020 in Review

Patriot Financial Group Insurance Agency sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q2 2020, closing a stake of 14 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in DFJ in Q4 2016 and held it in 14 quarters. The position peaked at $223K in Q2 2019. 52 funds tracked by Wall St. Rank hold DFJ as of Q2 2020.

Patriot Financial Group Insurance Agency reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q2 2020 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 14 WisdomTree Japan SmallCap Dividend Fund shares in Q2 2020, an estimated $1K.
Patriot Financial Group Insurance Agency first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2016 and held it in 14 quarters.
Patriot Financial Group Insurance Agency's WisdomTree Japan SmallCap Dividend Fund position peaked at $223K in Q2 2019.
52 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q2 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2020, filed 10 Jul 2020.