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Stancorp Investment Advisers’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Stancorp Investment Advisers’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
2015
Q1 		$41K Buy
759
+600
+377% +$30.9K 0.02% 303
2014
Q4 		$8K Buy
+159
New +$7.83K ﹤0.01% 451

Other funds holding DFJ

MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Stancorp Investment Advisers's DFJ Position: Q1 2015 in Review

Stancorp Investment Advisers increased its WisdomTree Japan SmallCap Dividend Fund (DFJ) stake by 377% in Q1 2015, buying an estimated $30.9K and bringing the position to 759 shares worth $41K. The position accounts for 0.02% of the portfolio, ranked #303.

Stancorp Investment Advisers first reported a position in DFJ in Q4 2014 and has held it in 2 quarters since. 54 funds tracked by Wall St. Rank hold DFJ as of Q1 2015.

  • Stancorp Investment Advisers held 759 shares of WisdomTree Japan SmallCap Dividend Fund worth $41K as of Q1 2015.
  • Stancorp Investment Advisers bought 600 WisdomTree Japan SmallCap Dividend Fund shares in Q1 2015, an estimated $30.9K.
  • WisdomTree Japan SmallCap Dividend Fund made up 0.02% of Stancorp Investment Advisers's portfolio in Q1 2015, its #303 holding.
  • Stancorp Investment Advisers first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2014 and has held it in 2 quarters since.
  • 54 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2015.

Based on Stancorp Investment Advisers's 13F filing for Q1 2015, filed 13 May 2015.