Prospera Financial Services’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Prospera Financial Services’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	-3,139	Closed	-$235K	–	1104
2023 Q4	$235K	Sell	3,139 -23,780	-88%	-$1.66M	0.01%	939
2023 Q3	$1.86M	Buy	26,919 +10,795	+67%	+$746K	0.07%	280
2023 Q2	$1.07M	Buy	+16,124	New	+$1.08M	0.04%	401
2022 Q2	–	Sell	-102	Closed	-$7K	–	1837
2022 Q1	$7K	Buy	+102	New	+$7.08K	﹤0.01%	2157
2020 Q4	–	Sell	-102	Closed	-$7K	–	869
2020 Q3	$7K	Buy	+102	New	+$6.75K	﹤0.01%	1196

Other funds holding DFJ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

RJA

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

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

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

BIA

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

Schoolcraft Capital Boulder, Colorado $516M AUM 16.37% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Prospera Financial Services's DFJ Position: Q1 2024 in Review

Prospera Financial Services sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q1 2024, closing a stake of 3,139 shares — an estimated $235K sold.

Prospera Financial Services first reported a position in DFJ in Q3 2020 and held it in 5 quarters. The position peaked at $1.86M in Q3 2023. 59 funds tracked by Wall St. Rank hold DFJ as of Q1 2024.

Prospera Financial Services reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q1 2024 after selling out during the quarter.
Prospera Financial Services sold 3,139 WisdomTree Japan SmallCap Dividend Fund shares in Q1 2024, an estimated $235K.
Prospera Financial Services first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q3 2020 and held it in 5 quarters.
Prospera Financial Services's WisdomTree Japan SmallCap Dividend Fund position peaked at $1.86M in Q3 2023.
59 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2024.

Based on Prospera Financial Services's 13F filing for Q1 2024, filed 13 Aug 2024.