Arkadios Wealth Advisors’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Arkadios Wealth Advisors’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	$947K	Buy	8,991 +3	+0%	+$317	0.01%	829
2026 Q1	$917K	Hold	8,988	–	–	0.02%	831
2025 Q4	$866K	Buy	8,988 +4	+0%	+$375	0.02%	761
2025 Q3	$852K	Buy	8,984 +1	+0%	+$91	0.02%	706
2025 Q2	$770K	Buy	+8,983	New	+$737K	0.02%	680

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

Arkadios Wealth Advisors's DFJ Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its WisdomTree Japan SmallCap Dividend Fund (DFJ) stake by 0.03% in Q2 2026, buying an estimated $317 and bringing the position to 8,991 shares worth $947K. The position accounts for 0.01% of the portfolio, ranked #829.

Arkadios Wealth Advisors first reported a position in DFJ in Q2 2025 and has held it in 5 quarters since. 79 funds tracked by Wall St. Rank hold DFJ as of Q2 2026.

Arkadios Wealth Advisors held 8,991 shares of WisdomTree Japan SmallCap Dividend Fund worth $947K as of Q2 2026.
Arkadios Wealth Advisors bought 3 WisdomTree Japan SmallCap Dividend Fund shares in Q2 2026, an estimated $317.
WisdomTree Japan SmallCap Dividend Fund made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #829 holding.
Arkadios Wealth Advisors first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q2 2025 and has held it in 5 quarters since.
79 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.