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Resurgent Financial Advisors’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Resurgent Financial Advisors’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
2022
Q2 		– Sell
-3,660
Closed -$241K – 198
2022
Q1 		$241K Buy
+3,660
New +$254K 0.15% 152

Other funds holding DFJ

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $516M AUM 16.37% 1-Year Est. Return
Jane Street
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RGC
Roberts, Glore & Co Deerfield, Illinois $364M AUM 19.54% 1-Year Est. Return

Resurgent Financial Advisors's DFJ Position: Q2 2022 in Review

Resurgent Financial Advisors sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q2 2022, closing a stake of 3,660 shares — an estimated $241K sold.

Resurgent Financial Advisors first reported a position in DFJ in Q1 2022 and held it in 1 quarter. The position peaked at $241K in Q1 2022. 42 funds tracked by Wall St. Rank hold DFJ as of Q2 2022.

  • Resurgent Financial Advisors reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q2 2022 after selling out during the quarter.
  • Resurgent Financial Advisors sold 3,660 WisdomTree Japan SmallCap Dividend Fund shares in Q2 2022, an estimated $241K.
  • Resurgent Financial Advisors first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q1 2022 and held it in 1 quarter.
  • Resurgent Financial Advisors's WisdomTree Japan SmallCap Dividend Fund position peaked at $241K in Q1 2022.
  • 42 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q2 2022.

Based on Resurgent Financial Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.