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 Q2	$573K	Buy	+10,397	New	+$1.1M	0.05%	266
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 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

Coppell Advisory Solutions's DFJ Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q2 2026: 10,397 shares worth $573K. The stake represents 0.05% of the portfolio and ranks #266 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in DFJ as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in DFJ in Q3 2025 and has held it in 3 quarters since. 78 funds tracked by Wall St. Rank hold DFJ as of Q2 2026.

Coppell Advisory Solutions held 10,397 shares of WisdomTree Japan SmallCap Dividend Fund worth $573K as of Q2 2026.
WisdomTree Japan SmallCap Dividend Fund was a new Coppell Advisory Solutions position in Q2 2026.
WisdomTree Japan SmallCap Dividend Fund made up 0.05% of Coppell Advisory Solutions's portfolio in Q2 2026, its #266 holding.
Coppell Advisory Solutions first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q3 2025 and has held it in 3 quarters since.
78 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.