Wealthcare Advisory Partners’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Wealthcare Advisory 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
2020 Q2	–	Sell	-25	Closed	-$1K	–	543
2020 Q1	$1K	Hold	25	–	–	﹤0.01%	1376
2019 Q4	$2K	Hold	25	–	–	﹤0.01%	1250
2019 Q3	$2K	Sell	25 -29	-54%	-$1.92K	﹤0.01%	1204
2019 Q2	$4K	Buy	54 +29	+116%	+$1.94K	﹤0.01%	1089
2019 Q1	$2K	Hold	25	–	–	﹤0.01%	1085
2018 Q4	$2K	Hold	25	–	–	﹤0.01%	1065
2018 Q3	$2K	Hold	25	–	–	﹤0.01%	1111
2018 Q2	$2K	Buy	+25	New	+$2.02K	﹤0.01%	1110

Other funds holding DFJ

MFWM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Schoolcraft Capital Boulder, Colorado $516M AUM 16.37% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return

Wealthcare Advisory Partners's DFJ Position: Q2 2020 in Review

Wealthcare Advisory Partners sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q2 2020, closing a stake of 25 shares — an estimated $1K sold.

Wealthcare Advisory Partners first reported a position in DFJ in Q2 2018 and held it in 8 quarters. The position peaked at $4K in Q2 2019. 52 funds tracked by Wall St. Rank hold DFJ as of Q2 2020.

Wealthcare Advisory Partners reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q2 2020 after selling out during the quarter.
Wealthcare Advisory Partners sold 25 WisdomTree Japan SmallCap Dividend Fund shares in Q2 2020, an estimated $1K.
Wealthcare Advisory Partners first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q2 2018 and held it in 8 quarters.
Wealthcare Advisory Partners's WisdomTree Japan SmallCap Dividend Fund position peaked at $4K in Q2 2019.
52 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q2 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2020, filed 29 Jul 2020.