Apollon Wealth Management
DFJ icon

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

Apollon 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
Q3 		$4.33M Sell
37,294
-14,569
-28% -$1.62M 0.05% 300
2026
Q2 		$5.46M Buy
+51,863
New +$5.48M 0.07% 253

Other funds holding DFJ

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Guardian Partners
Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return
Barry Investment Advisors
Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Schoolcraft Capital
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Avestar Capital
Avestar Capital New York $1.27B AUM 25.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
MCFP
McCarley & Cook Financial Planners Cincinnati, Ohio $132M AUM 16.72% 1-Year Est. Return
3EDGE Asset Management
3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

Apollon Wealth Management's DFJ Position: Q3 2026 in Review

Apollon Wealth Management reduced its WisdomTree Japan SmallCap Dividend Fund (DFJ) stake by 28% in Q3 2026, selling an estimated $1.62M and leaving 37,294 shares worth $4.33M. The position accounts for 0.05% of the portfolio, ranked #300.

Apollon Wealth Management first reported a position in DFJ in Q2 2026 and has held it in 2 quarters since. The position peaked at $5.46M in Q2 2026. 33 funds tracked by Wall St. Rank hold DFJ as of Q3 2026.

  • Apollon Wealth Management held 37,294 shares of WisdomTree Japan SmallCap Dividend Fund worth $4.33M as of Q3 2026.
  • Apollon Wealth Management sold 14,569 WisdomTree Japan SmallCap Dividend Fund shares in Q3 2026, an estimated $1.62M.
  • WisdomTree Japan SmallCap Dividend Fund made up 0.05% of Apollon Wealth Management's portfolio in Q3 2026, its #300 holding.
  • Apollon Wealth Management first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q2 2026 and has held it in 2 quarters since.
  • Apollon Wealth Management's WisdomTree Japan SmallCap Dividend Fund position peaked at $5.46M in Q2 2026.
  • 33 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.