Plante Moran Financial Advisors’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Plante Moran Financial 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
2018 Q1	–	Sell	-43	Closed	-$3K	–	963
2017 Q4	$3K	Buy	+43	New	+$3.35K	﹤0.01%	749
2014 Q1	–	Sell	-507	Closed	-$26K	–	636
2013 Q4	$26K	Buy	+507	New	+$25.8K	0.01%	315

Other funds holding DFJ

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

MWAC

Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio $1.81B AUM 13.11% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

MFWM

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Plante Moran Financial Advisors's DFJ Position: Q1 2018 in Review

Plante Moran Financial Advisors sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q1 2018, closing a stake of 43 shares — an estimated $3K sold.

Plante Moran Financial Advisors first reported a position in DFJ in Q4 2013 and held it in 2 quarters. The position peaked at $26K in Q4 2013. 85 funds tracked by Wall St. Rank hold DFJ as of Q1 2018.

Plante Moran Financial Advisors reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q1 2018 after selling out during the quarter.
Plante Moran Financial Advisors sold 43 WisdomTree Japan SmallCap Dividend Fund shares in Q1 2018, an estimated $3K.
Plante Moran Financial Advisors first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2013 and held it in 2 quarters.
Plante Moran Financial Advisors's WisdomTree Japan SmallCap Dividend Fund position peaked at $26K in Q4 2013.
85 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2018.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2018, filed 1 May 2018.