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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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vontobel Holding
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $563M AUM 21.42% 1-Year Est. Return
LPL Financial
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

Essential Partners's DFJ Position: Q2 2026 in Review

Essential Partners increased its WisdomTree Japan SmallCap Dividend Fund (DFJ) stake by 32% in Q2 2026, buying an estimated $98.7K and bringing the position to 3,888 shares worth $409K. The position accounts for 0.19% of the portfolio, ranked #108.

Essential Partners first reported a position in DFJ in Q2 2025 and has held it in 5 quarters since. 79 funds tracked by Wall St. Rank hold DFJ as of Q2 2026.

  • Essential Partners held 3,888 shares of WisdomTree Japan SmallCap Dividend Fund worth $409K as of Q2 2026.
  • Essential Partners bought 935 WisdomTree Japan SmallCap Dividend Fund shares in Q2 2026, an estimated $98.7K.
  • WisdomTree Japan SmallCap Dividend Fund made up 0.19% of Essential Partners's portfolio in Q2 2026, its #108 holding.
  • Essential Partners first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q2 2025 and has held it in 5 quarters since.
  • 79 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.