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

Surevest’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
2019 Q2	–	Sell	-4,372	Closed	-$298K	–	136
2019 Q1	$298K	Sell	4,372 -2,182	-33%	-$148K	0.18%	105
2018 Q4	$422K	Buy	+6,554	New	+$460K	0.33%	60

Other funds holding DFJ

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Cornerstone Capital Palo Alto, California $1B AUM 21.47% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Surevest's DFJ Position: Q2 2019 in Review

Surevest sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q2 2019, closing a stake of 4,372 shares — an estimated $298K sold.

Surevest first reported a position in DFJ in Q4 2018 and held it in 2 quarters. The position peaked at $422K in Q4 2018. 69 funds tracked by Wall St. Rank hold DFJ as of Q2 2019.

Surevest reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q2 2019 after selling out during the quarter.
Surevest sold 4,372 WisdomTree Japan SmallCap Dividend Fund shares in Q2 2019, an estimated $298K.
Surevest first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2018 and held it in 2 quarters.
Surevest's WisdomTree Japan SmallCap Dividend Fund position peaked at $422K in Q4 2018.
69 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q2 2019.

Based on Surevest's 13F filing for Q2 2019, filed 10 Jul 2019.