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 Q2	$757K	Sell	7,184 -500	-7%	-$52.8K	﹤0.01%	1158
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

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

Beacon Pointe Advisors's DFJ Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its WisdomTree Japan SmallCap Dividend Fund (DFJ) stake by 6.5% in Q2 2026, selling an estimated $52.8K and leaving 7,184 shares worth $757K. The position accounts for ﹤0.01% of the portfolio, ranked #1158.

Beacon Pointe Advisors first reported a position in DFJ in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.4M in Q3 2024. 79 funds tracked by Wall St. Rank hold DFJ as of Q2 2026.

Beacon Pointe Advisors held 7,184 shares of WisdomTree Japan SmallCap Dividend Fund worth $757K as of Q2 2026.
Beacon Pointe Advisors sold 500 WisdomTree Japan SmallCap Dividend Fund shares in Q2 2026, an estimated $52.8K.
WisdomTree Japan SmallCap Dividend Fund made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1158 holding.
Beacon Pointe Advisors first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2023 and has held it in 11 quarters since.
Beacon Pointe Advisors's WisdomTree Japan SmallCap Dividend Fund position peaked at $1.4M in Q3 2024.
79 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.