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

US 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
2015
Q3 		– Sell
-47
Closed -$3K – 569
2015
Q2 		$3K Sell
47
-177
-79% -$9.96K ﹤0.01% 323
2015
Q1 		$12K Sell
224
-2,470
-92% -$127K 0.01% 243
2014
Q4 		$131K Buy
+2,694
New +$133K 0.12% 66

Other funds holding DFJ

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

US Financial Advisors's DFJ Position: Q3 2015 in Review

US Financial Advisors sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q3 2015, closing a stake of 47 shares — an estimated $3K sold.

US Financial Advisors first reported a position in DFJ in Q4 2014 and held it in 3 quarters. The position peaked at $131K in Q4 2014. 54 funds tracked by Wall St. Rank hold DFJ as of Q3 2015.

  • US Financial Advisors reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q3 2015 after selling out during the quarter.
  • US Financial Advisors sold 47 WisdomTree Japan SmallCap Dividend Fund shares in Q3 2015, an estimated $3K.
  • US Financial Advisors first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2014 and held it in 3 quarters.
  • US Financial Advisors's WisdomTree Japan SmallCap Dividend Fund position peaked at $131K in Q4 2014.
  • 54 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q3 2015.

Based on US Financial Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.