WA
DFJ icon

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

Waverly 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
Q1 		– Sell
-215
Closed -$10K – 353
2014
Q4 		$10K Hold
215
– – 0.01% 309
2014
Q3 		$11K Buy
215
+93
+76% +$4.94K 0.01% 450
2014
Q2 		$7K Buy
+122
New +$6.16K ﹤0.01% 515

Other funds holding DFJ

MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Waverly Advisors's DFJ Position: Q1 2015 in Review

Waverly Advisors sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q1 2015, closing a stake of 215 shares — an estimated $10K sold.

Waverly Advisors first reported a position in DFJ in Q2 2014 and held it in 3 quarters. The position peaked at $11K in Q3 2014. 54 funds tracked by Wall St. Rank hold DFJ as of Q1 2015.

  • Waverly Advisors reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q1 2015 after selling out during the quarter.
  • Waverly Advisors sold 215 WisdomTree Japan SmallCap Dividend Fund shares in Q1 2015, an estimated $10K.
  • Waverly Advisors first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q2 2014 and held it in 3 quarters.
  • Waverly Advisors's WisdomTree Japan SmallCap Dividend Fund position peaked at $11K in Q3 2014.
  • 54 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2015.

Based on Waverly Advisors's 13F filing for Q1 2015, filed 7 May 2015.