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1620 Investment Advisors’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

1620 Investment Advisors’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
2026
Q2 		$5.26K Hold
50
– – ﹤0.01% 553
2026
Q1 		$5.1K Hold
50
– – ﹤0.01% 528
2025
Q4 		$4.82K Hold
50
– – ﹤0.01% 521
2025
Q3 		$4.74K Hold
50
– – ﹤0.01% 519
2025
Q2 		$4.29K Hold
50
– – ﹤0.01% 537
2025
Q1 		$3.96K Hold
50
– – ﹤0.01% 530
2024
Q4 		$3.76K Sell
50
-150
-75% -$11.5K ﹤0.01% 546
2024
Q3 		$16.1K Hold
200
– – 0.01% 423
2024
Q2 		$15K Buy
+200
New +$15K 0.01% 426

Other funds holding DFJ

BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
CWP
Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

1620 Investment Advisors's DFJ Position: Q2 2026 in Review

1620 Investment Advisors held its WisdomTree Japan SmallCap Dividend Fund (DFJ) position steady in Q2 2026 at 50 shares worth $5.26K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

1620 Investment Advisors first reported a position in DFJ in Q2 2024 and has held it in 9 quarters since. The position peaked at $16.1K in Q3 2024. 7 funds tracked by Wall St. Rank hold DFJ as of Q2 2026.

  • 1620 Investment Advisors held 50 shares of WisdomTree Japan SmallCap Dividend Fund worth $5.26K as of Q2 2026.
  • 1620 Investment Advisors left its WisdomTree Japan SmallCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree Japan SmallCap Dividend Fund made up ﹤0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #553 holding.
  • 1620 Investment Advisors first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q2 2024 and has held it in 9 quarters since.
  • 1620 Investment Advisors's WisdomTree Japan SmallCap Dividend Fund position peaked at $16.1K in Q3 2024.
  • 7 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.