Stifel Financial
DFJ icon

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

Stifel Financial’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
2024
Q2 		– Sell
-27,180
Closed -$2.1M – 3387
2024
Q1 		$2.1M Sell
27,180
-123
-0.5% -$9.28K ﹤0.01% 1688
2023
Q4 		$2.05M Sell
27,303
-24,044
-47% -$1.68M ﹤0.01% 1651
2023
Q3 		$3.54M Buy
51,347
+26,524
+107% +$1.83M 0.01% 1231
2023
Q2 		$1.65M Buy
+24,823
New +$1.66M ﹤0.01% 1760
2022
Q2 		– Sell
-17,413
Closed -$1.15M – 3355
2022
Q1 		$1.15M Buy
17,413
+3,893
+29% +$270K ﹤0.01% 2008
2021
Q4 		$965K Buy
+13,520
New +$990K ﹤0.01% 2162
2019
Q1 		– Sell
-18,691
Closed -$1.2M – 2800
2018
Q4 		$1.2M Sell
18,691
-2,910
-13% -$204K ﹤0.01% 1426
2018
Q3 		$1.67M Buy
21,601
+1,075
+5% +$81.3K ﹤0.01% 1357
2018
Q2 		$1.58M Buy
20,526
+13,567
+195% +$1.1M ﹤0.01% 1342
2018
Q1 		$570K Buy
6,959
+3,108
+81% +$254K ﹤0.01% 1896
2017
Q4 		$313K Buy
3,851
+28
+0.7% +$2.18K ﹤0.01% 2176
2017
Q3 		$289K Sell
3,823
-338
-8% -$24.4K ﹤0.01% 2169
2017
Q2 		$291K Buy
4,161
+67
+2% +$4.61K ﹤0.01% 2153
2017
Q1 		$268K Sell
4,094
-796
-16% -$52.3K ﹤0.01% 2161
2016
Q4 		$305K Buy
+4,890
New +$305K ﹤0.01% 2029

Other funds holding DFJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial's DFJ Position: Q2 2024 in Review

Stifel Financial sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q2 2024, closing a stake of 27,180 shares — an estimated $2.1M sold.

Stifel Financial first reported a position in DFJ in Q4 2016 and held it in 15 quarters. The position peaked at $3.54M in Q3 2023. 60 funds tracked by Wall St. Rank hold DFJ as of Q2 2024.

  • Stifel Financial reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q2 2024 after selling out during the quarter.
  • Stifel Financial sold 27,180 WisdomTree Japan SmallCap Dividend Fund shares in Q2 2024, an estimated $2.1M.
  • Stifel Financial first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2016 and held it in 15 quarters.
  • Stifel Financial's WisdomTree Japan SmallCap Dividend Fund position peaked at $3.54M in Q3 2023.
  • 60 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q2 2024.

Based on Stifel Financial's 13F filing for Q2 2024, filed 13 Aug 2024.