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United Capital Financial Advisors’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

United Capital Financial 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
2021
Q4 		– Sell
-2,919
Closed -$224K – 1212
2021
Q3 		$224K Hold
2,919
– – ﹤0.01% 1103
2021
Q2 		$216K Hold
2,919
– – ﹤0.01% 1137
2021
Q1 		$223K Hold
2,919
– – ﹤0.01% 1084
2020
Q4 		$212K Sell
2,919
-1,325
-31% -$94K ﹤0.01% 1109
2020
Q3 		$297K Hold
4,244
– – ﹤0.01% 957
2020
Q2 		$271K Sell
4,244
-2,752
-39% -$171K ﹤0.01% 1019
2020
Q1 		$407K Sell
6,996
-1,488
-18% -$97.7K ﹤0.01% 888
2019
Q4 		$624K Hold
8,484
– – ﹤0.01% 928
2019
Q3 		$583K Sell
8,484
-355
-4% -$23.5K ﹤0.01% 907
2019
Q2 		$584K Sell
8,839
-568
-6% -$38.1K ﹤0.01% 989
2019
Q1 		$642K Sell
9,407
-632
-6% -$42.8K ﹤0.01% 906
2018
Q4 		$646K Sell
10,039
-2,745
-21% -$193K 0.01% 827
2018
Q3 		$989K Sell
12,784
-2,438
-16% -$184K 0.01% 785
2018
Q2 		$1.17M Sell
15,222
-447
-3% -$36.1K 0.01% 727
2018
Q1 		$1.27M Sell
15,669
-1,289
-8% -$105K 0.01% 712
2017
Q4 		$1.36M Sell
16,958
-2,366
-12% -$184K 0.01% 710
2017
Q3 		$1.45M Sell
19,324
-819
-4% -$59.2K 0.01% 661
2017
Q2 		$1.41M Sell
20,143
-2,866
-12% -$197K 0.01% 668
2017
Q1 		$1.53M Sell
23,009
-1,100
-5% -$72.3K 0.01% 628
2016
Q4 		$1.49M Sell
24,109
-3,887
-14% -$242K 0.01% 629
2016
Q3 		$1.72M Buy
27,996
+2,596
+10% +$153K 0.02% 629
2016
Q2 		$1.42M Buy
25,400
+2,389
+10% +$134K 0.01% 637
2016
Q1 		$1.27M Buy
23,011
+4,100
+22% +$218K 0.01% 642
2015
Q4 		$1.07M Buy
18,911
+2,632
+16% +$148K 0.01% 677
2015
Q3 		$869K Buy
16,279
+5,216
+47% +$287K 0.01% 730
2015
Q2 		$626K Buy
11,063
+1,506
+16% +$84.8K 0.01% 844
2015
Q1 		$527K Buy
9,557
+4,992
+109% +$257K 0.01% 879
2014
Q4 		$221K Buy
+4,565
New +$225K ﹤0.01% 1069

Other funds holding DFJ

MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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
NL
NKCFO LLC Geneva, Illinois $337M AUM 58.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

United Capital Financial Advisors's DFJ Position: Q4 2021 in Review

United Capital Financial Advisors sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q4 2021, closing a stake of 2,919 shares — an estimated $224K sold.

United Capital Financial Advisors first reported a position in DFJ in Q4 2014 and held it in 28 quarters. The position peaked at $1.72M in Q3 2016. 52 funds tracked by Wall St. Rank hold DFJ as of Q4 2021.

  • United Capital Financial Advisors reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q4 2021 after selling out during the quarter.
  • United Capital Financial Advisors sold 2,919 WisdomTree Japan SmallCap Dividend Fund shares in Q4 2021, an estimated $224K.
  • United Capital Financial Advisors first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2014 and held it in 28 quarters.
  • United Capital Financial Advisors's WisdomTree Japan SmallCap Dividend Fund position peaked at $1.72M in Q3 2016.
  • 52 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q4 2021.

Based on United Capital Financial Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.