3EDGE Asset Management’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

3EDGE Asset Management’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	$516K	Sell	4,900 -14	-0.3%	-$1.48K	0.02%	82
2026 Q1	$502K	Buy	4,914 +243	+5%	+$25.2K	0.02%	76
2025 Q4	$450K	Buy	4,671 +131	+3%	+$12.3K	0.02%	86
2025 Q3	$431K	Buy	+4,540	New	+$413K	0.02%	87
2024 Q4	–	Sell	-15,737	Closed	-$1.27M	–	88
2024 Q3	$1.27M	Buy	15,737 +68	+0.4%	+$5.24K	0.09%	38
2024 Q2	$1.18M	Sell	15,669 -5,364	-26%	-$403K	0.09%	42
2024 Q1	$1.63M	Sell	21,033 -927,257	-98%	-$70M	0.13%	33
2023 Q4	$71M	Buy	948,290 +925,612	+4,082%	+$64.6M	5.52%	6
2023 Q3	$1.49M	Sell	22,678 -65	-0.3%	-$4.49K	0.11%	19
2023 Q2	$1.51M	Sell	22,743 -1,009	-4%	-$67.4K	0.11%	15
2023 Q1	$1.59M	Sell	23,752 -1,173	-5%	-$76.4K	0.12%	21
2022 Q4	$1.57M	Hold	24,925	–	–	0.12%	18
2022 Q3	$1.42M	Buy	+24,925	New	+$1.5M	0.11%	14
2021 Q3	–	Sell	-38,000	Closed	-$2.81M	–	45
2021 Q2	$2.81M	Buy	38,000 +1,981	+5%	+$150K	0.21%	17
2021 Q1	$2.75M	Buy	36,019 +5,577	+18%	+$418K	0.23%	15
2020 Q4	$2.21M	Buy	30,442 +12,246	+67%	+$869K	0.2%	15
2020 Q3	$1.27M	Buy	18,196 +3,186	+21%	+$211K	0.14%	13
2020 Q2	$960K	Buy	+15,010	New	+$935K	0.11%	14

Other funds holding DFJ

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SBCM

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

3EDGE Asset Management's DFJ Position: Q2 2026 in Review

3EDGE Asset Management reduced its WisdomTree Japan SmallCap Dividend Fund (DFJ) stake by 0.28% in Q2 2026, selling an estimated $1.48K and leaving 4,900 shares worth $516K. The position accounts for 0.02% of the portfolio, ranked #82.

3EDGE Asset Management first reported a position in DFJ in Q2 2020 and has held it in 18 quarters since. The position peaked at $71M in Q4 2023. 79 funds tracked by Wall St. Rank hold DFJ as of Q2 2026.

3EDGE Asset Management held 4,900 shares of WisdomTree Japan SmallCap Dividend Fund worth $516K as of Q2 2026.
3EDGE Asset Management sold 14 WisdomTree Japan SmallCap Dividend Fund shares in Q2 2026, an estimated $1.48K.
WisdomTree Japan SmallCap Dividend Fund made up 0.02% of 3EDGE Asset Management's portfolio in Q2 2026, its #82 holding.
3EDGE Asset Management first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q2 2020 and has held it in 18 quarters since.
3EDGE Asset Management's WisdomTree Japan SmallCap Dividend Fund position peaked at $71M in Q4 2023.
79 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q2 2026.

Based on 3EDGE Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.