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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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
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
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
SC
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AE Wealth Management's DFJ Position: Q1 2026 in Review

AE Wealth Management held its WisdomTree Japan SmallCap Dividend Fund (DFJ) position steady in Q1 2026 at 174 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2174.

AE Wealth Management first reported a position in DFJ in Q4 2023 and has held it in 7 quarters since. The position peaked at $456K in Q4 2023. 82 funds tracked by Wall St. Rank hold DFJ as of Q1 2026.

  • AE Wealth Management held 174 shares of WisdomTree Japan SmallCap Dividend Fund worth $17.8K as of Q1 2026.
  • AE Wealth Management left its WisdomTree Japan SmallCap Dividend Fund share count unchanged in Q1 2026.
  • WisdomTree Japan SmallCap Dividend Fund made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2174 holding.
  • AE Wealth Management first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2023 and has held it in 7 quarters since.
  • AE Wealth Management's WisdomTree Japan SmallCap Dividend Fund position peaked at $456K in Q4 2023.
  • 82 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.