Cetera Investment Advisers’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Cetera Investment Advisers’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	$750K	Sell	7,124 -89	-1%	-$9.4K	﹤0.01%	3306
2026 Q1	$736K	Buy	7,213 +1,880	+35%	+$195K	﹤0.01%	3172
2025 Q4	$514K	Buy	5,333 +2,979	+127%	+$280K	﹤0.01%	3415
2025 Q3	$223K	Buy	+2,354	New	+$214K	﹤0.01%	4080

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 $478M AUM 23.65% 1-Year Est. Return

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

Schoolcraft Capital Boulder, Colorado $563M AUM 21.42% 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

Cetera Investment Advisers's DFJ Position: Q2 2026 in Review

Cetera Investment Advisers reduced its WisdomTree Japan SmallCap Dividend Fund (DFJ) stake by 1.2% in Q2 2026, selling an estimated $9.4K and leaving 7,124 shares worth $750K. The position accounts for ﹤0.01% of the portfolio, ranked #3306.

Cetera Investment Advisers first reported a position in DFJ in Q3 2025 and has held it in 4 quarters since. 79 funds tracked by Wall St. Rank hold DFJ as of Q2 2026.

Cetera Investment Advisers held 7,124 shares of WisdomTree Japan SmallCap Dividend Fund worth $750K as of Q2 2026.
Cetera Investment Advisers sold 89 WisdomTree Japan SmallCap Dividend Fund shares in Q2 2026, an estimated $9.4K.
WisdomTree Japan SmallCap Dividend Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3306 holding.
Cetera Investment Advisers first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q3 2025 and has held it in 4 quarters since.
79 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.