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Beacon Pointe Advisors’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Beacon Pointe Advisors’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
Q1 		$784K Buy
7,684
+1,400
+22% +$145K ﹤0.01% 1090
2025
Q4 		$605K Sell
6,284
-1,366
-18% -$128K ﹤0.01% 1009
2025
Q3 		$725K Sell
7,650
-2,400
-24% -$219K 0.01% 882
2025
Q2 		$861K Sell
10,050
-3,050
-23% -$250K 0.01% 713
2025
Q1 		$1.04M Sell
13,100
-2,900
-18% -$224K 0.01% 625
2024
Q4 		$1.2M Sell
16,000
-1,350
-8% -$103K 0.01% 591
2024
Q3 		$1.4M Hold
17,350
– – 0.02% 551
2024
Q2 		$1.3M Sell
17,350
-150
-0.9% -$11.3K 0.02% 576
2024
Q1 		$1.35M Buy
17,500
+4,150
+31% +$313K 0.02% 592
2023
Q4 		$1,000K Buy
+13,350
New +$932K 0.01% 664

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MFWM
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BIA
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Vontobel Holding
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SC
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SBCM
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return