AE Wealth Management’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

AE Wealth 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	$11.6K	Sell	110 -64	-37%	-$6.76K	﹤0.01%	2360
2026 Q1	$17.8K	Hold	174	–	–	﹤0.01%	2174
2025 Q4	$16.8K	Sell	174 -104	-37%	-$9.76K	﹤0.01%	2061
2025 Q3	$26.4K	Buy	278 +152	+121%	+$13.8K	﹤0.01%	1845
2025 Q2	$10.8K	Hold	126	–	–	﹤0.01%	1861
2025 Q1	$9.99K	Sell	126 -95	-43%	-$7.33K	﹤0.01%	1858
2024 Q4	$16.6K	Buy	+221	New	+$16.9K	﹤0.01%	1764
2024 Q1	–	Sell	-6,168	Closed	-$456K	–	1335
2023 Q4	$456K	Buy	+6,168	New	+$430K	﹤0.01%	1488

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 $524M AUM 15.38% 1-Year Est. Return

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

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 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

AE Wealth Management's DFJ Position: Q2 2026 in Review

AE Wealth Management reduced its WisdomTree Japan SmallCap Dividend Fund (DFJ) stake by 37% in Q2 2026, selling an estimated $6.76K and leaving 110 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2360.

AE Wealth Management first reported a position in DFJ in Q4 2023 and has held it in 8 quarters since. The position peaked at $456K in Q4 2023. 78 funds tracked by Wall St. Rank hold DFJ as of Q2 2026.

AE Wealth Management held 110 shares of WisdomTree Japan SmallCap Dividend Fund worth $11.6K as of Q2 2026.
AE Wealth Management sold 64 WisdomTree Japan SmallCap Dividend Fund shares in Q2 2026, an estimated $6.76K.
WisdomTree Japan SmallCap Dividend Fund made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2360 holding.
AE Wealth Management first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2023 and has held it in 8 quarters since.
AE Wealth Management's WisdomTree Japan SmallCap Dividend Fund position peaked at $456K in Q4 2023.
78 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.