Stratos Wealth Partners’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
2018
Q4
Sell
-141
Closed -$11K 1185
2018
Q3
$11K Buy
+141
New +$10.7K ﹤0.01% 2130
2018
Q1
Sell
-553
Closed -$44K 3134
2017
Q4
$44K Buy
+553
New +$43K ﹤0.01% 1570

Other funds holding DFJ

Stratos Wealth Partners's DFJ Position: Q4 2018 in Review

Stratos Wealth Partners sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q4 2018, closing a stake of 141 shares — an estimated $11K sold.

Stratos Wealth Partners first reported a position in DFJ in Q4 2017 and held it in 2 quarters. The position peaked at $44K in Q4 2017. 94 funds tracked by Wall St. Rank hold DFJ as of Q4 2018.

  • Stratos Wealth Partners reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 141 WisdomTree Japan SmallCap Dividend Fund shares in Q4 2018, an estimated $11K.
  • Stratos Wealth Partners first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2017 and held it in 2 quarters.
  • Stratos Wealth Partners's WisdomTree Japan SmallCap Dividend Fund position peaked at $44K in Q4 2017.
  • 94 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.