AssetMark Inc
DFJ icon

AssetMark Inc’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

AssetMark Inc’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 		$1.39K Buy
+12
New +$1.34K ﹤0.01% 3158
2017
Q1 		– Sell
-38
Closed -$2K – 1298
2016
Q4 		$2K Buy
+38
New +$2.37K ﹤0.01% 1129

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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
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 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

AssetMark Inc's DFJ Position: Q3 2026 in Review

AssetMark Inc opened a new position in WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q3 2026: 12 shares worth $1.39K. The stake represents ﹤0.01% of the portfolio and ranks #3158 among its holdings. This is a return to the name: AssetMark Inc previously reported a position in DFJ as recently as Q4 2016.

AssetMark Inc first reported a position in DFJ in Q4 2016 and has held it in 2 quarters since. The position peaked at $2K in Q4 2016. 33 funds tracked by Wall St. Rank hold DFJ as of Q3 2026.

  • AssetMark Inc held 12 shares of WisdomTree Japan SmallCap Dividend Fund worth $1.39K as of Q3 2026.
  • WisdomTree Japan SmallCap Dividend Fund was a new AssetMark Inc position in Q3 2026.
  • WisdomTree Japan SmallCap Dividend Fund made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3158 holding.
  • AssetMark Inc first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2016 and has held it in 2 quarters since.
  • AssetMark Inc's WisdomTree Japan SmallCap Dividend Fund position peaked at $2K in Q4 2016.
  • 33 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.