CoreCap Advisors’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

CoreCap Advisors’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 Q3	$464	Hold	4	–	–	﹤0.01%	2819
2026 Q2	$421	Hold	4	–	–	﹤0.01%	2897
2026 Q1	$408	Hold	4	–	–	﹤0.01%	2684
2025 Q4	$385	Hold	4	–	–	﹤0.01%	2736
2025 Q3	$379	Hold	4	–	–	﹤0.01%	2605
2025 Q2	$343	Hold	4	–	–	﹤0.01%	2558
2025 Q1	$317	Hold	4	–	–	﹤0.01%	2795
2024 Q4	$301	Hold	4	–	–	﹤0.01%	2631
2024 Q3	$323	Hold	4	–	–	﹤0.01%	2417
2024 Q2	$300	Hold	4	–	–	﹤0.01%	1485
2024 Q1	$309	Buy	+4	New	+$302	﹤0.01%	2371
2022 Q4	$253	Buy	+4	New	+$239	﹤0.01%	2249
2022 Q3	–	Sell	-4	Closed	–	–	890
2022 Q2	$0	Buy	+4	New	+$247	﹤0.01%	2160
2022 Q1	–	Sell	-4	Closed	-$1K	–	901
2021 Q4	$1K	Buy	+4	New	+$293	﹤0.01%	2092

Other funds holding DFJ

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

MCFP

McCarley & Cook Financial Planners Cincinnati, Ohio $132M AUM 16.72% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

EGA

E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return

Owl Creek Wealth Partners Denver, Colorado $355M AUM

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

CoreCap Advisors's DFJ Position: Q3 2026 in Review

CoreCap Advisors held its WisdomTree Japan SmallCap Dividend Fund (DFJ) position steady in Q3 2026 at 4 shares worth $464. The position accounts for ﹤0.01% of the portfolio, ranked #2819.

CoreCap Advisors first reported a position in DFJ in Q4 2021 and has held it in 14 quarters since. The position peaked at $1K in Q4 2021. 15 funds tracked by Wall St. Rank hold DFJ as of Q3 2026.

CoreCap Advisors held 4 shares of WisdomTree Japan SmallCap Dividend Fund worth $464 as of Q3 2026.
CoreCap Advisors left its WisdomTree Japan SmallCap Dividend Fund share count unchanged in Q3 2026.
WisdomTree Japan SmallCap Dividend Fund made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2819 holding.
CoreCap Advisors first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2021 and has held it in 14 quarters since.
CoreCap Advisors's WisdomTree Japan SmallCap Dividend Fund position peaked at $1K in Q4 2021.
15 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.