Prospera Financial Services’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,139
| Closed | -$235K | – | 1104 |
|
|
2023
Q4 | $235K | Sell |
3,139
-23,780
| -88% | -$1.78M | 0.01% | 939 |
|
|
2023
Q3 | $1.86M | Buy |
26,919
+10,795
| +67% | +$744K | 0.07% | 280 |
|
|
2023
Q2 | $1.07M | Buy |
+16,124
| New | +$1.07M | 0.04% | 401 |
|
|
2022
Q2 | – | Sell |
-102
| Closed | -$7K | – | 1837 |
|
|
2022
Q1 | $7K | Buy |
+102
| New | +$7K | ﹤0.01% | 2157 |
|
|
2020
Q4 | – | Sell |
-102
| Closed | -$7K | – | 869 |
|
|
2020
Q3 | $7K | Buy |
+102
| New | +$7K | ﹤0.01% | 1196 |
|