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

Valeo 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 Q2	–	Sell	-73	Closed	-$6K	–	823
2021 Q1	$6K	Hold	73	–	–	﹤0.01%	1501
2020 Q4	$5K	Hold	73	–	–	﹤0.01%	1355
2020 Q3	$5K	Hold	73	–	–	﹤0.01%	1242
2020 Q2	$5K	Hold	73	–	–	﹤0.01%	1511
2020 Q1	$4K	Hold	73	–	–	﹤0.01%	1340
2019 Q4	$5K	Hold	73	–	–	﹤0.01%	1265
2019 Q3	$5K	Hold	73	–	–	﹤0.01%	1189
2019 Q2	$5K	Hold	73	–	–	﹤0.01%	1199
2019 Q1	$5K	Hold	73	–	–	﹤0.01%	1152
2018 Q4	$5K	Hold	73	–	–	﹤0.01%	1066
2018 Q3	$5K	Hold	73	–	–	﹤0.01%	1183
2018 Q2	$5K	Sell	73 -100	-58%	-$8.09K	﹤0.01%	1126
2018 Q1	$14K	Buy	+173	New	+$14.1K	﹤0.01%	827

Other funds holding DFJ

MFWM

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return

Valeo Financial Advisors's DFJ Position: Q2 2021 in Review

Valeo Financial Advisors sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q2 2021, closing a stake of 73 shares — an estimated $6K sold.

Valeo Financial Advisors first reported a position in DFJ in Q1 2018 and held it in 13 quarters. The position peaked at $14K in Q1 2018. 53 funds tracked by Wall St. Rank hold DFJ as of Q2 2021.

Valeo Financial Advisors reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 73 WisdomTree Japan SmallCap Dividend Fund shares in Q2 2021, an estimated $6K.
Valeo Financial Advisors first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q1 2018 and held it in 13 quarters.
Valeo Financial Advisors's WisdomTree Japan SmallCap Dividend Fund position peaked at $14K in Q1 2018.
53 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.