Vontobel Swiss Wealth Advisors’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Vontobel Swiss Wealth 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
2018 Q4	–	Sell	-3,200	Closed	-$248K	–	83
2018 Q3	$248K	Hold	3,200	–	–	0.15%	72
2018 Q2	$246K	Buy	+3,200	New	+$259K	0.14%	73

Other funds holding DFJ

JCM

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

MFWM

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

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

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

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

Vontobel Swiss Wealth Advisors's DFJ Position: Q4 2018 in Review

Vontobel Swiss Wealth Advisors sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q4 2018, closing a stake of 3,200 shares — an estimated $248K sold.

Vontobel Swiss Wealth Advisors first reported a position in DFJ in Q2 2018 and held it in 2 quarters. The position peaked at $248K in Q3 2018. 94 funds tracked by Wall St. Rank hold DFJ as of Q4 2018.

Vontobel Swiss Wealth Advisors reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q4 2018 after selling out during the quarter.
Vontobel Swiss Wealth Advisors sold 3,200 WisdomTree Japan SmallCap Dividend Fund shares in Q4 2018, an estimated $248K.
Vontobel Swiss Wealth Advisors first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q2 2018 and held it in 2 quarters.
Vontobel Swiss Wealth Advisors's WisdomTree Japan SmallCap Dividend Fund position peaked at $248K in Q3 2018.
94 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q4 2018.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.