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

Placemark 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
2014
Q4 		$844K Buy
17,354
+1,219
+8% +$60K 0.01% 958
2014
Q3 		$830K Buy
16,135
+1,982
+14% +$105K 0.02% 954
2014
Q2 		$757K Buy
14,153
+1,734
+14% +$87.5K 0.01% 992
2014
Q1 		$621K Buy
12,419
+730
+6% +$36.5K 0.01% 1028
2013
Q4 		$594K Buy
11,689
+1,550
+15% +$78.7K 0.01% 1057
2013
Q3 		$519K Buy
+10,139
New +$498K 0.01% 1076

Other funds holding DFJ

MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Placemark Investments's DFJ Position: Q4 2014 in Review

Placemark Investments increased its WisdomTree Japan SmallCap Dividend Fund (DFJ) stake by 7.6% in Q4 2014, buying an estimated $60K and bringing the position to 17,354 shares worth $844K. The position accounts for 0.01% of the portfolio, ranked #958.

Placemark Investments first reported a position in DFJ in Q3 2013 and has held it in 6 quarters since. 54 funds tracked by Wall St. Rank hold DFJ as of Q4 2014.

  • Placemark Investments held 17,354 shares of WisdomTree Japan SmallCap Dividend Fund worth $844K as of Q4 2014.
  • Placemark Investments bought 1,219 WisdomTree Japan SmallCap Dividend Fund shares in Q4 2014, an estimated $60K.
  • WisdomTree Japan SmallCap Dividend Fund made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #958 holding.
  • Placemark Investments first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q3 2013 and has held it in 6 quarters since.
  • 54 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.