Winslow Evans & Crocker’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Winslow Evans & Crocker’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 Q4	$28K	Buy	+388	New	+$27.5K	0.01%	711
2017 Q3	–	Sell	-489	Closed	-$34.3K	–	1139
2017 Q2	$34.3K	Sell	489 -1	-0.2%	-$69	0.01%	641
2017 Q1	$32.6K	Sell	490 -200	-29%	-$13.1K	0.01%	634
2016 Q4	$42.7K	Hold	690	–	–	0.01%	567
2016 Q3	$42.4K	Sell	690 -592	-46%	-$34.8K	0.01%	580
2016 Q2	$71.3K	Buy	1,282 +1	+0.1%	+$56	0.02%	444
2016 Q1	$70.5K	Sell	1,281 -331	-21%	-$17.6K	0.02%	434
2015 Q4	$91.2K	Hold	1,612	–	–	0.03%	417
2015 Q3	$86.1K	Buy	1,612 +272	+20%	+$15K	0.03%	407
2015 Q2	$75.8K	Buy	+1,340	New	+$75.4K	0.02%	473

Other funds holding DFJ

MFWM

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

Jane Street New York $777B AUM 61.18% 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

3AM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

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

Winslow Evans & Crocker's DFJ Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q4 2020: 388 shares worth $28K. The stake represents 0.01% of the portfolio and ranks #711 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in DFJ as recently as Q2 2017.

Winslow Evans & Crocker first reported a position in DFJ in Q2 2015 and has held it in 10 quarters since. The position peaked at $91.2K in Q4 2015. 47 funds tracked by Wall St. Rank hold DFJ as of Q4 2020.

Winslow Evans & Crocker held 388 shares of WisdomTree Japan SmallCap Dividend Fund worth $28K as of Q4 2020.
WisdomTree Japan SmallCap Dividend Fund was a new Winslow Evans & Crocker position in Q4 2020.
WisdomTree Japan SmallCap Dividend Fund made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #711 holding.
Winslow Evans & Crocker first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q2 2015 and has held it in 10 quarters since.
Winslow Evans & Crocker's WisdomTree Japan SmallCap Dividend Fund position peaked at $91.2K in Q4 2015.
47 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.