Wealth Enhancement Advisory Services
DFJ icon

Wealth Enhancement Advisory Services’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Wealth Enhancement Advisory Services’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
Q1 		– Sell
-9,828
Closed -$736K – 2502
2023
Q4 		$736K Buy
+9,828
New +$686K ﹤0.01% 1295

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Wealth Enhancement Advisory Services's DFJ Position: Q1 2024 in Review

Wealth Enhancement Advisory Services sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q1 2024, closing a stake of 9,828 shares — an estimated $736K sold.

Wealth Enhancement Advisory Services first reported a position in DFJ in Q4 2023 and held it in 1 quarter. The position peaked at $736K in Q4 2023. 59 funds tracked by Wall St. Rank hold DFJ as of Q1 2024.

  • Wealth Enhancement Advisory Services reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q1 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 9,828 WisdomTree Japan SmallCap Dividend Fund shares in Q1 2024, an estimated $736K.
  • Wealth Enhancement Advisory Services first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2023 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's WisdomTree Japan SmallCap Dividend Fund position peaked at $736K in Q4 2023.
  • 59 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2024, filed 15 Apr 2024.