Allworth Financial’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Allworth Financial’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	$12.4K	Hold	122	–	–	﹤0.01%	3359
2025 Q4	$11.7K	Buy	122 +1	+0.8%	+$94	﹤0.01%	3157
2025 Q3	$11.5K	Hold	121	–	–	﹤0.01%	3058
2025 Q2	$10.4K	Hold	121	–	–	﹤0.01%	2876
2025 Q1	$9.88K	Hold	121	–	–	﹤0.01%	2433
2024 Q4	$8.92K	Buy	+121	New	+$9.27K	﹤0.01%	2481

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

Allworth Financial's DFJ Position: Q1 2026 in Review

Allworth Financial held its WisdomTree Japan SmallCap Dividend Fund (DFJ) position steady in Q1 2026 at 122 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3359.

Allworth Financial first reported a position in DFJ in Q4 2024 and has held it in 6 quarters since. 82 funds tracked by Wall St. Rank hold DFJ as of Q1 2026.

Allworth Financial held 122 shares of WisdomTree Japan SmallCap Dividend Fund worth $12.4K as of Q1 2026.
Allworth Financial left its WisdomTree Japan SmallCap Dividend Fund share count unchanged in Q1 2026.
WisdomTree Japan SmallCap Dividend Fund made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3359 holding.
Allworth Financial first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2024 and has held it in 6 quarters since.
82 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.