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TCI Wealth Advisors’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

TCI Wealth Advisors’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
2023
Q2 		– Sell
-81
Closed -$5.42K – 727
2023
Q1 		$5.42K Buy
+81
New +$5.27K ﹤0.01% 1467

Other funds holding DFJ

MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $516M AUM 16.37% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

TCI Wealth Advisors's DFJ Position: Q2 2023 in Review

TCI Wealth Advisors sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q2 2023, closing a stake of 81 shares — an estimated $5.42K sold.

TCI Wealth Advisors first reported a position in DFJ in Q1 2023 and held it in 1 quarter. The position peaked at $5.42K in Q1 2023. 45 funds tracked by Wall St. Rank hold DFJ as of Q2 2023.

  • TCI Wealth Advisors reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 81 WisdomTree Japan SmallCap Dividend Fund shares in Q2 2023, an estimated $5.42K.
  • TCI Wealth Advisors first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q1 2023 and held it in 1 quarter.
  • TCI Wealth Advisors's WisdomTree Japan SmallCap Dividend Fund position peaked at $5.42K in Q1 2023.
  • 45 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.