Pinnacle Summer Investments’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Pinnacle Summer Investments’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
2015 Q4	$6K	Buy	109 +1	+0.9%	+$56	﹤0.01%	601
2015 Q3	$6K	Hold	108	–	–	﹤0.01%	804
2015 Q2	$6K	Buy	108 +1	+0.9%	+$56	﹤0.01%	589
2015 Q1	$6K	Hold	107	–	–	﹤0.01%	843
2014 Q4	$5K	Hold	107	–	–	﹤0.01%	879
2014 Q3	$5K	Buy	+107	New	+$5.68K	﹤0.01%	890
2013 Q3	–	Sell	-103	Closed	-$5K	–	944
2013 Q2	$5K	Buy	+103	New	+$5.04K	﹤0.01%	692

Other funds holding DFJ

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MFWM

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

RJA

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 88.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pinnacle Summer Investments's DFJ Position: Q4 2015 in Review

Pinnacle Summer Investments increased its WisdomTree Japan SmallCap Dividend Fund (DFJ) stake by 0.93% in Q4 2015, buying an estimated $56 and bringing the position to 109 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #601.

Pinnacle Summer Investments first reported a position in DFJ in Q2 2013 and has held it in 7 quarters since. 56 funds tracked by Wall St. Rank hold DFJ as of Q4 2015.

Pinnacle Summer Investments held 109 shares of WisdomTree Japan SmallCap Dividend Fund worth $6K as of Q4 2015.
Pinnacle Summer Investments bought 1 WisdomTree Japan SmallCap Dividend Fund share in Q4 2015, an estimated $56.
WisdomTree Japan SmallCap Dividend Fund made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #601 holding.
Pinnacle Summer Investments first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q2 2013 and has held it in 7 quarters since.
56 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.