Raymond James Trust’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Raymond James Trust’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 Q4	–	Sell	-2,755	Closed	-$213K	–	843
2018 Q3	$213K	Buy	2,755 +118	+4%	+$8.92K	0.01%	787
2018 Q2	$203K	Buy	+2,637	New	+$213K	0.01%	775

Other funds holding DFJ

JCM

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Raymond James Trust's DFJ Position: Q4 2018 in Review

Raymond James Trust sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q4 2018, closing a stake of 2,755 shares — an estimated $213K sold.

Raymond James Trust first reported a position in DFJ in Q2 2018 and held it in 2 quarters. The position peaked at $213K in Q3 2018. 94 funds tracked by Wall St. Rank hold DFJ as of Q4 2018.

Raymond James Trust reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q4 2018 after selling out during the quarter.
Raymond James Trust sold 2,755 WisdomTree Japan SmallCap Dividend Fund shares in Q4 2018, an estimated $213K.
Raymond James Trust first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q2 2018 and held it in 2 quarters.
Raymond James Trust's WisdomTree Japan SmallCap Dividend Fund position peaked at $213K in Q3 2018.
94 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q4 2018.

Based on Raymond James Trust's 13F filing for Q4 2018, filed 29 Jan 2019.