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

Coppell Advisory Solutions’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
-3,356
Closed -$325K – 86
2025
Q4 		$325K Buy
3,356
+463
+16% +$43.5K 0.03% 318
2025
Q3 		$277K Buy
+2,893
New +$263K 0.03% 340

Other funds holding DFJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
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
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
SC
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Coppell Advisory Solutions's DFJ Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q1 2026, closing a stake of 3,356 shares — an estimated $325K sold.

Coppell Advisory Solutions first reported a position in DFJ in Q3 2025 and held it in 2 quarters. The position peaked at $325K in Q4 2025. 82 funds tracked by Wall St. Rank hold DFJ as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 3,356 WisdomTree Japan SmallCap Dividend Fund shares in Q1 2026, an estimated $325K.
  • Coppell Advisory Solutions first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q3 2025 and held it in 2 quarters.
  • Coppell Advisory Solutions's WisdomTree Japan SmallCap Dividend Fund position peaked at $325K in Q4 2025.
  • 82 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2026.

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