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 Q2	$6.75K	Buy	64 +1	+2%	+$106	﹤0.01%	1118
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 $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 $524M AUM 15.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 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

Bogart Wealth LLC's DFJ Position: Q2 2026 in Review

Bogart Wealth LLC increased its WisdomTree Japan SmallCap Dividend Fund (DFJ) stake by 1.6% in Q2 2026, buying an estimated $106 and bringing the position to 64 shares worth $6.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1118.

Bogart Wealth LLC first reported a position in DFJ in Q2 2024 and has held it in 9 quarters since. 78 funds tracked by Wall St. Rank hold DFJ as of Q2 2026.

Bogart Wealth LLC held 64 shares of WisdomTree Japan SmallCap Dividend Fund worth $6.75K as of Q2 2026.
Bogart Wealth LLC bought 1 WisdomTree Japan SmallCap Dividend Fund share in Q2 2026, an estimated $106.
WisdomTree Japan SmallCap Dividend Fund made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1118 holding.
Bogart Wealth LLC first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q2 2024 and has held it in 9 quarters since.
78 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.