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Wallace Advisory Group’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Wallace Advisory Group’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
2024
Q2 		– Sell
-18,380
Closed -$1.38M – 182
2024
Q1 		$1.38M Buy
+18,380
New +$1.39M 1.03% 21

Other funds holding DFJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $516M AUM 16.37% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wallace Advisory Group's DFJ Position: Q2 2024 in Review

Wallace Advisory Group sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q2 2024, closing a stake of 18,380 shares — an estimated $1.38M sold.

Wallace Advisory Group first reported a position in DFJ in Q1 2024 and held it in 1 quarter. The position peaked at $1.38M in Q1 2024. 60 funds tracked by Wall St. Rank hold DFJ as of Q2 2024.

  • Wallace Advisory Group reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q2 2024 after selling out during the quarter.
  • Wallace Advisory Group sold 18,380 WisdomTree Japan SmallCap Dividend Fund shares in Q2 2024, an estimated $1.38M.
  • Wallace Advisory Group first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q1 2024 and held it in 1 quarter.
  • Wallace Advisory Group's WisdomTree Japan SmallCap Dividend Fund position peaked at $1.38M in Q1 2024.
  • 60 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q2 2024.

Based on Wallace Advisory Group's 13F filing for Q2 2024, filed 15 Aug 2024.