Private Advisor Group’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Private Advisor 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
2020 Q3	–	Sell	-265	Closed	-$17K	–	1997
2020 Q2	$17K	Buy	+265	New	+$16.5K	﹤0.01%	2660
2016 Q2	–	Sell	-6,436	Closed	-$354K	–	1130
2016 Q1	$354K	Sell	6,436 -2,970	-32%	-$158K	0.02%	699
2015 Q4	$532K	Sell	9,406 -259	-3%	-$14.5K	0.03%	577
2015 Q3	$516K	Sell	9,665 -4,892	-34%	-$269K	0.03%	564
2015 Q2	$823K	Sell	14,557 -468	-3%	-$26.3K	0.04%	433
2015 Q1	$813K	Sell	15,025 -20,116	-57%	-$1.04M	0.05%	411
2014 Q4	$1.71M	Buy	35,141 +4,894	+16%	+$241K	0.11%	231
2014 Q3	$1.56M	Buy	+30,247	New	+$1.61M	0.11%	217

Other funds holding DFJ

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 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

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

RGC

Roberts, Glore & Co Deerfield, Illinois $364M AUM 19.54% 1-Year Est. Return

Private Advisor Group's DFJ Position: Q3 2020 in Review

Private Advisor Group sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q3 2020, closing a stake of 265 shares — an estimated $17K sold.

Private Advisor Group first reported a position in DFJ in Q3 2014 and held it in 8 quarters. The position peaked at $1.71M in Q4 2014. 48 funds tracked by Wall St. Rank hold DFJ as of Q3 2020.

Private Advisor Group reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q3 2020 after selling out during the quarter.
Private Advisor Group sold 265 WisdomTree Japan SmallCap Dividend Fund shares in Q3 2020, an estimated $17K.
Private Advisor Group first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q3 2014 and held it in 8 quarters.
Private Advisor Group's WisdomTree Japan SmallCap Dividend Fund position peaked at $1.71M in Q4 2014.
48 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.