Steward Partners Investment Advisory’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $25.1K | Buy |
|
|||||
|
2025
Q2 | $19.7K | Buy |
|
|||||
|
2025
Q1 | $3.17K | Hold |
|
|||||
|
2024
Q4 | $3.01K | Hold |
|
|||||
|
2024
Q3 | $3.23K | Hold |
|
|||||
|
2024
Q2 | $3K | Sell |
|
|||||
|
2024
Q1 | $16.6K | Sell |
|
|||||
|
2023
Q4 | $46.8K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $452K | Buy |
|
|||||
|
2021
Q3 | $460K | Buy |
|
|||||
|
2021
Q2 | $438K | Buy |
|
|||||
|
2021
Q1 | $436K | Buy |
|
|||||
|
2020
Q4 | $392K | Buy |
|
|||||
|
2020
Q3 | $368K | Sell |
|
|||||
|
2020
Q2 | $953K | Sell |
|
|||||
|
2020
Q1 | $901K | Buy |
|
|||||
|
2019
Q4 | $1.11M | Sell |
|
|||||
|
2019
Q3 | $1.03M | Buy |
|
|||||
|
2019
Q2 | $959K | Buy |
|
|||||
|
2019
Q1 | $970K | Buy |
|
|||||
|
2018
Q4 | $877K | Buy |
|
|||||
|
2018
Q3 | $1.01M | Buy |
|
|||||
|
2018
Q2 | $947K | Buy |
|
|||||
|
2018
Q1 | $126K | Buy |
|
|||||
|
2017
Q4 | $70K | Buy |
|
|||||
|
2017
Q3 | $44K | Buy |
|