United Capital Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $224K | Hold |
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|
2021
Q2 | $216K | Hold |
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|
2021
Q1 | $223K | Hold |
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|
2020
Q4 | $212K | Sell |
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|
2020
Q3 | $297K | Hold |
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|
2020
Q2 | $271K | Sell |
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|
2020
Q1 | $407K | Sell |
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|
2019
Q4 | $624K | Hold |
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|
2019
Q3 | $583K | Sell |
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|
2019
Q2 | $584K | Sell |
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|
2019
Q1 | $642K | Sell |
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|
2018
Q4 | $646K | Sell |
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|
2018
Q3 | $989K | Sell |
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|
2018
Q2 | $1.17M | Sell |
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|
2018
Q1 | $1.27M | Sell |
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|
2017
Q4 | $1.36M | Sell |
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|
2017
Q3 | $1.45M | Sell |
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|
2017
Q2 | $1.41M | Sell |
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|
2017
Q1 | $1.53M | Sell |
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|
2016
Q4 | $1.49M | Sell |
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|
2016
Q3 | $1.72M | Buy |
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|
2016
Q2 | $1.42M | Buy |
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|
2016
Q1 | $1.27M | Buy |
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|
2015
Q4 | $1.07M | Buy |
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|
2015
Q3 | $869K | Buy |
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|
2015
Q2 | $626K | Buy |
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|
2015
Q1 | $527K | Buy |
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|
2014
Q4 | $221K | Buy |
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