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Tortoise Investment Management’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Tortoise Investment Management’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
2016
Q1 		– Sell
-350
Closed -$20K – 401
2015
Q4 		$20K Hold
350
– – 0.01% 264
2015
Q3 		$19K Hold
350
– – 0.01% 253
2015
Q2 		$20K Buy
+350
New +$19.7K 0.01% 269

Other funds holding DFJ

BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Tortoise Investment Management's DFJ Position: Q1 2016 in Review

Tortoise Investment Management sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q1 2016, closing a stake of 350 shares — an estimated $20K sold.

Tortoise Investment Management first reported a position in DFJ in Q2 2015 and held it in 3 quarters. The position peaked at $20K in Q4 2015. 51 funds tracked by Wall St. Rank hold DFJ as of Q1 2016.

  • Tortoise Investment Management reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q1 2016 after selling out during the quarter.
  • Tortoise Investment Management sold 350 WisdomTree Japan SmallCap Dividend Fund shares in Q1 2016, an estimated $20K.
  • Tortoise Investment Management first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q2 2015 and held it in 3 quarters.
  • Tortoise Investment Management's WisdomTree Japan SmallCap Dividend Fund position peaked at $20K in Q4 2015.
  • 51 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2016.

Based on Tortoise Investment Management's 13F filing for Q1 2016, filed 6 May 2016.