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WFA of San Diego’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

WFA of San Diego’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
2023
Q1 		– Sell
-200
Closed -$12.6K – 140
2022
Q4 		$12.6K Buy
+200
New +$11.9K 0.01% 339

Other funds holding DFJ

MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WFA of San Diego's DFJ Position: Q1 2023 in Review

WFA of San Diego sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q1 2023, closing a stake of 200 shares — an estimated $12.6K sold.

WFA of San Diego first reported a position in DFJ in Q4 2022 and held it in 1 quarter. The position peaked at $12.6K in Q4 2022. 48 funds tracked by Wall St. Rank hold DFJ as of Q1 2023.

  • WFA of San Diego reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q1 2023 after selling out during the quarter.
  • WFA of San Diego sold 200 WisdomTree Japan SmallCap Dividend Fund shares in Q1 2023, an estimated $12.6K.
  • WFA of San Diego first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2022 and held it in 1 quarter.
  • WFA of San Diego's WisdomTree Japan SmallCap Dividend Fund position peaked at $12.6K in Q4 2022.
  • 48 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2023.

Based on WFA of San Diego's 13F filing for Q1 2023, filed 17 Apr 2023.