Estate Planners Group’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Estate Planners Group’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 Q1	–	Sell	-169	Closed	-$16.3K	–	150
2025 Q4	$16.3K	Buy	+169	New	+$15.9K	0.01%	231

Other funds holding DFJ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $516M AUM 16.37% 1-Year Est. Return

SBCM

Schwerin Boyle Capital Management Springfield, Massachusetts $788M AUM 13.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Estate Planners Group's DFJ Position: Q1 2026 in Review

Estate Planners Group sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q1 2026, closing a stake of 169 shares — an estimated $16.3K sold.

Estate Planners Group first reported a position in DFJ in Q4 2025 and held it in 1 quarter. The position peaked at $16.3K in Q4 2025. 82 funds tracked by Wall St. Rank hold DFJ as of Q1 2026.

Estate Planners Group reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 169 WisdomTree Japan SmallCap Dividend Fund shares in Q1 2026, an estimated $16.3K.
Estate Planners Group first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2025 and held it in 1 quarter.
Estate Planners Group's WisdomTree Japan SmallCap Dividend Fund position peaked at $16.3K in Q4 2025.
82 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.