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Wealthspire Advisors (Maryland)’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-50
Closed -$4K – 2460
2018
Q1 		$4K Buy
+50
New +$4.08K ﹤0.01% 1894
2016
Q3 		– Sell
-90
Closed -$5K – 1743
2016
Q2 		$5K Buy
+90
New +$5.05K ﹤0.01% 1334

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
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
MWAC
Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio $1.81B AUM 13.11% 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
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s DFJ Position: Q2 2018 in Review

Wealthspire Advisors (Maryland) sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q2 2018, closing a stake of 50 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in DFJ in Q2 2016 and held it in 2 quarters. The position peaked at $5K in Q2 2016. 90 funds tracked by Wall St. Rank hold DFJ as of Q2 2018.

  • Wealthspire Advisors (Maryland) reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q2 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 50 WisdomTree Japan SmallCap Dividend Fund shares in Q2 2018, an estimated $4K.
  • Wealthspire Advisors (Maryland) first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q2 2016 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s WisdomTree Japan SmallCap Dividend Fund position peaked at $5K in Q2 2016.
  • 90 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q2 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2018, filed 8 Aug 2018.