U.S. Capital Wealth Advisors’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

U.S. Capital 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 Q1	–	Sell	-50	Closed	-$3.16K	–	844
2022 Q4	$3.16K	Buy	+50	New	+$2.98K	﹤0.01%	1449

Other funds holding DFJ

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $516M AUM 16.37% 1-Year Est. Return

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

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 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

U.S. Capital Wealth Advisors's DFJ Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q1 2023, closing a stake of 50 shares — an estimated $3.16K sold.

U.S. Capital Wealth Advisors first reported a position in DFJ in Q4 2022 and held it in 1 quarter. The position peaked at $3.16K in Q4 2022. 48 funds tracked by Wall St. Rank hold DFJ as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 50 WisdomTree Japan SmallCap Dividend Fund shares in Q1 2023, an estimated $3.16K.
U.S. Capital Wealth Advisors first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's WisdomTree Japan SmallCap Dividend Fund position peaked at $3.16K in Q4 2022.
48 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.