Wintrust Investments’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Wintrust Investments’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 Q4	–	Sell	-260	Closed	-$21K	–	443
2024 Q3	$21K	Buy	+260	New	+$20K	0.02%	471
2024 Q2	–	Sell	-2,600	Closed	-$201K	–	471
2024 Q1	$201K	Buy	+2,600	New	+$196K	0.02%	449
2022 Q4	–	Sell	-4,450	Closed	-$253K	–	375
2022 Q3	$253K	Sell	4,450 -1,900	-30%	-$114K	0.03%	333
2022 Q2	$377K	Buy	6,350 +850	+15%	+$52.6K	0.05%	264
2022 Q1	$363K	Buy	5,500 +650	+13%	+$45.1K	0.03%	298
2021 Q4	$346K	Buy	+4,850	New	+$355K	0.03%	318
2021 Q3	–	Sell	-4,250	Closed	-$314K	–	304
2021 Q2	$314K	Buy	+4,250	New	+$321K	0.03%	329

Other funds holding DFJ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

BIA

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

Schoolcraft Capital Boulder, Colorado $563M AUM 21.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SBCM

Schwerin Boyle Capital Management Springfield, Massachusetts $816M AUM 14.79% 1-Year Est. Return

Wintrust Investments's DFJ Position: Q4 2024 in Review

Wintrust Investments sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q4 2024, closing a stake of 260 shares — an estimated $21K sold.

Wintrust Investments first reported a position in DFJ in Q2 2021 and held it in 7 quarters. The position peaked at $377K in Q2 2022. 61 funds tracked by Wall St. Rank hold DFJ as of Q4 2024.

Wintrust Investments reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q4 2024 after selling out during the quarter.
Wintrust Investments sold 260 WisdomTree Japan SmallCap Dividend Fund shares in Q4 2024, an estimated $21K.
Wintrust Investments first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q2 2021 and held it in 7 quarters.
Wintrust Investments's WisdomTree Japan SmallCap Dividend Fund position peaked at $377K in Q2 2022.
61 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.