Core Wealth Partners’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Core Wealth Partners’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	$369K	Hold	3,500	–	–	0.16%	120
2026 Q1	$357K	Hold	3,500	–	–	0.17%	114
2025 Q4	$337K	Hold	3,500	–	–	0.15%	117
2025 Q3	$332K	Hold	3,500	–	–	0.15%	118
2025 Q2	$300K	Hold	3,500	–	–	0.15%	121
2025 Q1	$277K	Hold	3,500	–	–	0.16%	128
2024 Q4	$263K	Hold	3,500	–	–	0.15%	136
2024 Q3	$282K	Hold	3,500	–	–	0.17%	123
2024 Q2	$263K	Hold	3,500	–	–	0.18%	118
2024 Q1	$271K	Hold	3,500	–	–	0.2%	103
2023 Q4	$262K	Hold	3,500	–	–	0.21%	86
2023 Q3	$241K	Hold	3,500	–	–	0.22%	88
2023 Q2	$233K	Hold	3,500	–	–	0.22%	89
2023 Q1	$234K	Buy	+3,500	New	+$228K	0.23%	78

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

Core Wealth Partners's DFJ Position: Q2 2026 in Review

Core Wealth Partners held its WisdomTree Japan SmallCap Dividend Fund (DFJ) position steady in Q2 2026 at 3,500 shares worth $369K. The position accounts for 0.16% of the portfolio, ranked #120.

Core Wealth Partners first reported a position in DFJ in Q1 2023 and has held it in 14 quarters since. 78 funds tracked by Wall St. Rank hold DFJ as of Q2 2026.

Core Wealth Partners held 3,500 shares of WisdomTree Japan SmallCap Dividend Fund worth $369K as of Q2 2026.
Core Wealth Partners left its WisdomTree Japan SmallCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree Japan SmallCap Dividend Fund made up 0.16% of Core Wealth Partners's portfolio in Q2 2026, its #120 holding.
Core Wealth Partners first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q1 2023 and has held it in 14 quarters since.
78 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.