SignatureFD’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

SignatureFD’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
2016 Q4	–	Sell	-73	Closed	-$4K	–	483
2016 Q3	$4K	Sell	73 -1,983	-96%	-$117K	﹤0.01%	1282
2016 Q2	$114K	Hold	2,056	–	–	0.02%	276
2016 Q1	$113K	Buy	2,056 +149	+8%	+$7.93K	0.02%	244
2015 Q4	$108K	Sell	1,907 -78	-4%	-$4.38K	0.02%	228
2015 Q3	$106K	Buy	1,985 +777	+64%	+$42.8K	0.02%	207
2015 Q2	$68K	Hold	1,208	–	–	0.01%	290
2015 Q1	$65K	Sell	1,208 -235	-16%	-$12.1K	0.02%	274
2014 Q4	$70K	Buy	1,443 +1,211	+522%	+$59.6K	0.02%	249
2014 Q3	$12K	Hold	232	–	–	﹤0.01%	433
2014 Q2	$12K	Hold	232	–	–	﹤0.01%	428
2014 Q1	$12K	Hold	232	–	–	﹤0.01%	383
2013 Q4	$12K	Hold	232	–	–	﹤0.01%	422
2013 Q3	$12K	Hold	232	–	–	0.01%	386
2013 Q2	$11K	Buy	+232	New	+$11.4K	0.01%	316

Other funds holding DFJ

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

RJA

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

MFWM

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SignatureFD's DFJ Position: Q4 2016 in Review

SignatureFD sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q4 2016, closing a stake of 73 shares — an estimated $4K sold.

SignatureFD first reported a position in DFJ in Q2 2013 and held it in 14 quarters. The position peaked at $114K in Q2 2016. 53 funds tracked by Wall St. Rank hold DFJ as of Q4 2016.

SignatureFD reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q4 2016 after selling out during the quarter.
SignatureFD sold 73 WisdomTree Japan SmallCap Dividend Fund shares in Q4 2016, an estimated $4K.
SignatureFD first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q2 2013 and held it in 14 quarters.
SignatureFD's WisdomTree Japan SmallCap Dividend Fund position peaked at $114K in Q2 2016.
53 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q4 2016.

Based on SignatureFD's 13F filing for Q4 2016, filed 14 Feb 2017.