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 Q2	$5.46M	Buy	+51,863	New	+$5.48M	0.07%	253

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 $478M AUM 23.65% 1-Year Est. Return

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

Schoolcraft Capital Boulder, Colorado $563M AUM 21.42% 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

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

Apollon Wealth Management opened a new position in WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q2 2026: 51,863 shares worth $5.46M. The stake represents 0.07% of the portfolio and ranks #253 among its holdings.

78 funds tracked by Wall St. Rank hold DFJ as of Q2 2026.

Apollon Wealth Management held 51,863 shares of WisdomTree Japan SmallCap Dividend Fund worth $5.46M as of Q2 2026.
WisdomTree Japan SmallCap Dividend Fund was a new Apollon Wealth Management position in Q2 2026.
WisdomTree Japan SmallCap Dividend Fund made up 0.07% of Apollon Wealth Management's portfolio in Q2 2026, its #253 holding.
78 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.