Baird Financial Group
DFJ icon

Baird Financial Group’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Baird Financial Group’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
2025
Q1 		– Sell
-10,649
Closed -$800K – 1769
2024
Q4 		$800K Sell
10,649
-14
-0.1% -$1.07K ﹤0.01% 1240
2024
Q3 		$860K Buy
10,663
+33
+0.3% +$2.54K ﹤0.01% 1224
2024
Q2 		$799K Sell
10,630
-122
-1% -$9.17K ﹤0.01% 1255
2024
Q1 		$831K Buy
10,752
+220
+2% +$16.6K ﹤0.01% 1211
2023
Q4 		$789K Buy
+10,532
New +$735K ﹤0.01% 1204
2019
Q1 		– Sell
-3,747
Closed -$241K – 1290
2018
Q4 		$241K Buy
3,747
+898
+32% +$63K ﹤0.01% 1166
2018
Q3 		$221K Buy
+2,849
New +$215K ﹤0.01% 1263

Other funds holding DFJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $516M AUM 16.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SBCM
Schwerin Boyle Capital Management Springfield, Massachusetts $788M AUM 13.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Baird Financial Group's DFJ Position: Q1 2025 in Review

Baird Financial Group sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q1 2025, closing a stake of 10,649 shares — an estimated $800K sold.

Baird Financial Group first reported a position in DFJ in Q3 2018 and held it in 7 quarters. The position peaked at $860K in Q3 2024. 60 funds tracked by Wall St. Rank hold DFJ as of Q1 2025.

  • Baird Financial Group reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q1 2025 after selling out during the quarter.
  • Baird Financial Group sold 10,649 WisdomTree Japan SmallCap Dividend Fund shares in Q1 2025, an estimated $800K.
  • Baird Financial Group first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q3 2018 and held it in 7 quarters.
  • Baird Financial Group's WisdomTree Japan SmallCap Dividend Fund position peaked at $860K in Q3 2024.
  • 60 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2025.

Based on Baird Financial Group's 13F filing for Q1 2025, filed 15 May 2025.