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 Q3	$1.65M	Hold	14,263	–	–	0.13%	141
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

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

MCFP

McCarley & Cook Financial Planners Cincinnati, Ohio $132M AUM 16.72% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Avestar Capital's DFJ Position: Q3 2026 in Review

Avestar Capital held its WisdomTree Japan SmallCap Dividend Fund (DFJ) position steady in Q3 2026 at 14,263 shares worth $1.65M. The position accounts for 0.13% of the portfolio, ranked #141.

Avestar Capital first reported a position in DFJ in Q2 2025 and has held it in 6 quarters since. 20 funds tracked by Wall St. Rank hold DFJ as of Q3 2026.

Avestar Capital held 14,263 shares of WisdomTree Japan SmallCap Dividend Fund worth $1.65M as of Q3 2026.
Avestar Capital left its WisdomTree Japan SmallCap Dividend Fund share count unchanged in Q3 2026.
WisdomTree Japan SmallCap Dividend Fund made up 0.13% of Avestar Capital's portfolio in Q3 2026, its #141 holding.
Avestar Capital first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q2 2025 and has held it in 6 quarters since.
20 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.