Brown Advisory’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Brown Advisory’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	$248K	Hold	2,427	–	–	﹤0.01%	1274
2025 Q4	$234K	Buy	2,427 +196	+9%	+$18.4K	﹤0.01%	1292
2025 Q3	$212K	Buy	+2,231	New	+$203K	﹤0.01%	1319
2024 Q4	–	Sell	-2,770	Closed	-$223K	–	1345
2024 Q3	$223K	Buy	+2,770	New	+$214K	﹤0.01%	1175

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

Brown Advisory's DFJ Position: Q1 2026 in Review

Brown Advisory held its WisdomTree Japan SmallCap Dividend Fund (DFJ) position steady in Q1 2026 at 2,427 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #1274.

Brown Advisory first reported a position in DFJ in Q3 2024 and has held it in 4 quarters since. 82 funds tracked by Wall St. Rank hold DFJ as of Q1 2026.

Brown Advisory held 2,427 shares of WisdomTree Japan SmallCap Dividend Fund worth $248K as of Q1 2026.
Brown Advisory left its WisdomTree Japan SmallCap Dividend Fund share count unchanged in Q1 2026.
WisdomTree Japan SmallCap Dividend Fund made up ﹤0.01% of Brown Advisory's portfolio in Q1 2026, its #1274 holding.
Brown Advisory first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q3 2024 and has held it in 4 quarters since.
82 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2026.

Based on Brown Advisory's 13F filing for Q1 2026, filed 15 May 2026.