Avestar Capital’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Avestar Capital’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	$1.5M	Sell	14,263 -1,544	-10%	-$163K	0.08%	171
2026 Q1	$1.61M	Buy	15,807 +572	+4%	+$59.3K	0.1%	150
2025 Q4	$1.47M	Hold	15,235	–	–	0.1%	163
2025 Q3	$1.44M	Hold	15,235	–	–	0.09%	166
2025 Q2	$1.31M	Buy	+15,235	New	+$1.25M	0.09%	168

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

Avestar Capital's DFJ Position: Q2 2026 in Review

Avestar Capital reduced its WisdomTree Japan SmallCap Dividend Fund (DFJ) stake by 9.8% in Q2 2026, selling an estimated $163K and leaving 14,263 shares worth $1.5M. The position accounts for 0.08% of the portfolio, ranked #171.

Avestar Capital first reported a position in DFJ in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.61M in Q1 2026. 78 funds tracked by Wall St. Rank hold DFJ as of Q2 2026.

Avestar Capital held 14,263 shares of WisdomTree Japan SmallCap Dividend Fund worth $1.5M as of Q2 2026.
Avestar Capital sold 1,544 WisdomTree Japan SmallCap Dividend Fund shares in Q2 2026, an estimated $163K.
WisdomTree Japan SmallCap Dividend Fund made up 0.08% of Avestar Capital's portfolio in Q2 2026, its #171 holding.
Avestar Capital first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q2 2025 and has held it in 5 quarters since.
Avestar Capital's WisdomTree Japan SmallCap Dividend Fund position peaked at $1.61M in Q1 2026.
78 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.