Advisory Services Network’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Advisory Services Network’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 Q1	$12.8K	Buy	+125	New	+$13K	﹤0.01%	3437
2025 Q4	–	Sell	-125	Closed	-$11.9K	–	2408
2025 Q3	$11.9K	Buy	+125	New	+$11.4K	﹤0.01%	3211
2024 Q1	–	Sell	-125	Closed	-$9.36K	–	1975
2023 Q4	$9.36K	Buy	+125	New	+$8.72K	﹤0.01%	2890
2023 Q2	–	Sell	-125	Closed	-$8.36K	–	1972
2023 Q1	$8.36K	Hold	125	–	–	﹤0.01%	2955
2022 Q4	$7.89K	Buy	+125	New	+$7.46K	﹤0.01%	2945
2021 Q3	–	Sell	-125	Closed	-$9K	–	1839
2021 Q2	$9K	Buy	+125	New	+$9.43K	﹤0.01%	2833
2021 Q1	–	Sell	-125	Closed	-$9K	–	1673
2020 Q4	$9K	Hold	125	–	–	﹤0.01%	2470
2020 Q3	$9K	Buy	+125	New	+$8.27K	﹤0.01%	2475
2020 Q2	–	Sell	-125	Closed	-$7K	–	1409
2020 Q1	$7K	Hold	125	–	–	﹤0.01%	2327
2019 Q4	$9K	Hold	125	–	–	﹤0.01%	2389
2019 Q3	$8K	Hold	125	–	–	﹤0.01%	2241
2019 Q2	$8K	Hold	125	–	–	﹤0.01%	2239
2019 Q1	$9K	Hold	125	–	–	﹤0.01%	1878
2018 Q4	$8K	Hold	125	–	–	﹤0.01%	1829
2018 Q3	$10K	Hold	125	–	–	﹤0.01%	1805
2018 Q2	$10K	Hold	125	–	–	﹤0.01%	1780
2018 Q1	$10K	Hold	125	–	–	﹤0.01%	1860
2017 Q4	$10K	Hold	125	–	–	﹤0.01%	1824
2017 Q3	$9K	Hold	125	–	–	﹤0.01%	1646
2017 Q2	$9K	Hold	125	–	–	﹤0.01%	1586
2017 Q1	$8K	Buy	+125	New	+$8.22K	﹤0.01%	1545
2016 Q3	$8K	Hold	125	–	–	﹤0.01%	1370
2016 Q2	$7K	Hold	125	–	–	﹤0.01%	1299
2016 Q1	$7K	Hold	125	–	–	﹤0.01%	1158
2015 Q4	$7K	Hold	125	–	–	﹤0.01%	1024
2015 Q3	$7K	Hold	125	–	–	﹤0.01%	1005
2015 Q2	$7K	Hold	125	–	–	﹤0.01%	959
2015 Q1	$7K	Hold	125	–	–	﹤0.01%	895
2014 Q4	$6K	Buy	+125	New	+$6.15K	﹤0.01%	844
2014 Q1	–	Sell	-633	Closed	-$32K	–	339
2013 Q4	$32K	Buy	+633	New	+$32.1K	0.02%	378

Other funds holding DFJ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MFWM

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

BIA

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

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $516M AUM 16.37% 1-Year Est. Return

SBCM

Schwerin Boyle Capital Management Springfield, Massachusetts $788M AUM 13.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisory Services Network's DFJ Position: Q1 2026 in Review

Advisory Services Network opened a new position in WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q1 2026: 125 shares worth $12.8K. The stake represents ﹤0.01% of the portfolio and ranks #3437 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in DFJ as recently as Q3 2025.

Advisory Services Network first reported a position in DFJ in Q4 2013 and has held it in 30 quarters since. The position peaked at $32K in Q4 2013. 82 funds tracked by Wall St. Rank hold DFJ as of Q1 2026.

Advisory Services Network held 125 shares of WisdomTree Japan SmallCap Dividend Fund worth $12.8K as of Q1 2026.
WisdomTree Japan SmallCap Dividend Fund was a new Advisory Services Network position in Q1 2026.
WisdomTree Japan SmallCap Dividend Fund made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #3437 holding.
Advisory Services Network first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2013 and has held it in 30 quarters since.
Advisory Services Network's WisdomTree Japan SmallCap Dividend Fund position peaked at $32K in Q4 2013.
82 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.