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Portside Wealth Group’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Portside Wealth Group’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
2024
Q1 		– Sell
-38,867
Closed -$2.91M – 372
2023
Q4 		$2.91M Buy
+38,867
New +$2.71M 0.54% 48

Other funds holding DFJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $563M AUM 21.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Portside Wealth Group's DFJ Position: Q1 2024 in Review

Portside Wealth Group sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q1 2024, closing a stake of 38,867 shares — an estimated $2.91M sold.

Portside Wealth Group first reported a position in DFJ in Q4 2023 and held it in 1 quarter. The position peaked at $2.91M in Q4 2023. 59 funds tracked by Wall St. Rank hold DFJ as of Q1 2024.

  • Portside Wealth Group reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q1 2024 after selling out during the quarter.
  • Portside Wealth Group sold 38,867 WisdomTree Japan SmallCap Dividend Fund shares in Q1 2024, an estimated $2.91M.
  • Portside Wealth Group first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2023 and held it in 1 quarter.
  • Portside Wealth Group's WisdomTree Japan SmallCap Dividend Fund position peaked at $2.91M in Q4 2023.
  • 59 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2024.

Based on Portside Wealth Group's 13F filing for Q1 2024, filed 17 Apr 2024.