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

Essential 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
Q3 		$460K Buy
3,963
+75
+2% +$8.36K 0.21% 81
2026
Q2 		$409K Buy
3,888
+935
+32% +$98.7K 0.19% 108
2026
Q1 		$301K Buy
2,953
+615
+26% +$63.8K 0.1% 219
2025
Q4 		$225K Buy
2,338
+151
+7% +$14.2K 0.07% 296
2025
Q3 		$207K Sell
2,187
-167
-7% -$15.2K 0.07% 313
2025
Q2 		$202K Buy
+2,354
New +$193K 0.08% 280

Other funds holding DFJ

BIA
Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
EGA
E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Essential Partners's DFJ Position: Q3 2026 in Review

Essential Partners increased its WisdomTree Japan SmallCap Dividend Fund (DFJ) stake by 1.9% in Q3 2026, buying an estimated $8.36K and bringing the position to 3,963 shares worth $460K. The position accounts for 0.21% of the portfolio, ranked #81.

Essential Partners first reported a position in DFJ in Q2 2025 and has held it in 6 quarters since. 7 funds tracked by Wall St. Rank hold DFJ as of Q3 2026.

  • Essential Partners held 3,963 shares of WisdomTree Japan SmallCap Dividend Fund worth $460K as of Q3 2026.
  • Essential Partners bought 75 WisdomTree Japan SmallCap Dividend Fund shares in Q3 2026, an estimated $8.36K.
  • WisdomTree Japan SmallCap Dividend Fund made up 0.21% of Essential Partners's portfolio in Q3 2026, its #81 holding.
  • Essential Partners first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q2 2025 and has held it in 6 quarters since.
  • 7 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.