Vantage Investment Partners’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Vantage Investment Partners’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
2019 Q1	–	Sell	-78,450	Closed	-$5.05M	–	99
2018 Q4	$5.05M	Hold	78,450	–	–	0.36%	64
2018 Q3	$6.07M	Hold	78,450	–	–	0.38%	62
2018 Q2	$6.04M	Hold	78,450	–	–	0.44%	60
2018 Q1	$6.38M	Hold	78,450	–	–	0.53%	61
2017 Q4	$6.31M	Buy	+78,450	New	+$6.1M	0.57%	51

Other funds holding DFJ

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

MFWM

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Vantage Investment Partners's DFJ Position: Q1 2019 in Review

Vantage Investment Partners sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q1 2019, closing a stake of 78,450 shares — an estimated $5.05M sold.

Vantage Investment Partners first reported a position in DFJ in Q4 2017 and held it in 5 quarters. The position peaked at $6.38M in Q1 2018. 74 funds tracked by Wall St. Rank hold DFJ as of Q1 2019.

Vantage Investment Partners reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q1 2019 after selling out during the quarter.
Vantage Investment Partners sold 78,450 WisdomTree Japan SmallCap Dividend Fund shares in Q1 2019, an estimated $5.05M.
Vantage Investment Partners first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2017 and held it in 5 quarters.
Vantage Investment Partners's WisdomTree Japan SmallCap Dividend Fund position peaked at $6.38M in Q1 2018.
74 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2019.

Based on Vantage Investment Partners's 13F filing for Q1 2019, filed 10 May 2019.