Bogart Wealth LLC’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Bogart Wealth LLC’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	$6.46K	Hold	63	–	–	﹤0.01%	1002
2025 Q4	$6.1K	Buy	63 +1	+2%	+$94	﹤0.01%	958
2025 Q3	$5.92K	Hold	62	–	–	﹤0.01%	940
2025 Q2	$5.34K	Hold	62	–	–	﹤0.01%	929
2025 Q1	$4.88K	Hold	62	–	–	﹤0.01%	905
2024 Q4	$4.62K	Buy	62 +1	+2%	+$77	﹤0.01%	901
2024 Q3	$4.9K	Hold	61	–	–	﹤0.01%	837
2024 Q2	$4.56K	Buy	+61	New	+$4.59K	﹤0.01%	809

Other funds holding DFJ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $516M AUM 16.37% 1-Year Est. Return

SBCM

Schwerin Boyle Capital Management Springfield, Massachusetts $788M AUM 13.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bogart Wealth LLC's DFJ Position: Q1 2026 in Review

Bogart Wealth LLC held its WisdomTree Japan SmallCap Dividend Fund (DFJ) position steady in Q1 2026 at 63 shares worth $6.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1002.

Bogart Wealth LLC first reported a position in DFJ in Q2 2024 and has held it in 8 quarters since. 82 funds tracked by Wall St. Rank hold DFJ as of Q1 2026.

Bogart Wealth LLC held 63 shares of WisdomTree Japan SmallCap Dividend Fund worth $6.46K as of Q1 2026.
Bogart Wealth LLC left its WisdomTree Japan SmallCap Dividend Fund share count unchanged in Q1 2026.
WisdomTree Japan SmallCap Dividend Fund made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1002 holding.
Bogart Wealth LLC first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q2 2024 and has held it in 8 quarters since.
82 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.