Carson Wealth (CWM LLC)’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Carson Wealth (CWM 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	$17.5K	Sell	171 -49	-22%	-$5.08K	﹤0.01%	4496
2025 Q4	$21K	Buy	220 +8	+4%	+$751	﹤0.01%	4137
2025 Q3	$20K	Hold	212	–	–	﹤0.01%	4117
2025 Q2	$18K	Hold	212	–	–	﹤0.01%	3969
2025 Q1	$17K	Hold	212	–	–	﹤0.01%	3790
2024 Q4	$16K	Buy	212 +45	+27%	+$3.45K	﹤0.01%	3571
2024 Q3	$13K	Hold	167	–	–	﹤0.01%	3616
2024 Q2	$13K	Hold	167	–	–	﹤0.01%	3378
2024 Q1	$13K	Buy	+167	New	+$12.6K	﹤0.01%	3173
2016 Q3	–	Sell	-92	Closed	-$5K	–	1002
2016 Q2	$5K	Sell	92 -25	-21%	-$1.4K	﹤0.01%	623
2016 Q1	$6K	Buy	+117	New	+$6.23K	﹤0.01%	577
2015 Q4	–	Sell	-43	Closed	-$2K	–	695
2015 Q3	$2K	Buy	+43	New	+$2.37K	﹤0.01%	572

Other funds holding DFJ

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

BIA

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

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $563M AUM 21.42% 1-Year Est. Return

SBCM

Schwerin Boyle Capital Management Springfield, Massachusetts $816M AUM 14.79% 1-Year Est. Return

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

Carson Wealth (CWM LLC)'s DFJ Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its WisdomTree Japan SmallCap Dividend Fund (DFJ) stake by 22% in Q1 2026, selling an estimated $5.08K and leaving 171 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4496.

Carson Wealth (CWM LLC) first reported a position in DFJ in Q3 2015 and has held it in 12 quarters since. The position peaked at $21K in Q4 2025. 82 funds tracked by Wall St. Rank hold DFJ as of Q1 2026.

Carson Wealth (CWM LLC) held 171 shares of WisdomTree Japan SmallCap Dividend Fund worth $17.5K as of Q1 2026.
Carson Wealth (CWM LLC) sold 49 WisdomTree Japan SmallCap Dividend Fund shares in Q1 2026, an estimated $5.08K.
WisdomTree Japan SmallCap Dividend Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4496 holding.
Carson Wealth (CWM LLC) first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q3 2015 and has held it in 12 quarters since.
Carson Wealth (CWM LLC)'s WisdomTree Japan SmallCap Dividend Fund position peaked at $21K in Q4 2025.
82 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.