Cardiff Park Advisors’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Cardiff Park 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	–	Sell	-170	Closed	-$16.4K	–	380
2025 Q4	$16.4K	Hold	170	–	–	﹤0.01%	331
2025 Q3	$16.1K	Hold	170	–	–	﹤0.01%	357
2025 Q2	$14.6K	Hold	170	–	–	﹤0.01%	333
2025 Q1	$13.5K	Hold	170	–	–	﹤0.01%	330
2024 Q4	$12.8K	Hold	170	–	–	﹤0.01%	324
2024 Q3	$13.7K	Hold	170	–	–	﹤0.01%	323
2024 Q2	$12.8K	Hold	170	–	–	﹤0.01%	315
2024 Q1	$13.1K	Hold	170	–	–	﹤0.01%	334
2023 Q4	$12.7K	Hold	170	–	–	﹤0.01%	313
2023 Q3	$11.7K	Buy	+170	New	+$11.7K	﹤0.01%	296

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

Cardiff Park Advisors's DFJ Position: Q1 2026 in Review

Cardiff Park Advisors sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q1 2026, closing a stake of 170 shares — an estimated $16.4K sold.

Cardiff Park Advisors first reported a position in DFJ in Q3 2023 and held it in 10 quarters. The position peaked at $16.4K in Q4 2025. 82 funds tracked by Wall St. Rank hold DFJ as of Q1 2026.

Cardiff Park Advisors reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q1 2026 after selling out during the quarter.
Cardiff Park Advisors sold 170 WisdomTree Japan SmallCap Dividend Fund shares in Q1 2026, an estimated $16.4K.
Cardiff Park Advisors first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q3 2023 and held it in 10 quarters.
Cardiff Park Advisors's WisdomTree Japan SmallCap Dividend Fund position peaked at $16.4K in Q4 2025.
82 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.