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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

BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GP
Guardian Partners Toronto, Canada $1.11B AUM 38.73% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
CWP
Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return
EGA
E&G Advisors Houston, Texas $518M AUM 33.05% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
OCWP
Owl Creek Wealth Partners Denver, Colorado $342M AUM

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. 26 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.
  • 26 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.