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Golden State Wealth Management’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Golden State Wealth Management’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 		$2.28K Hold
22
– – ﹤0.01% 1331
2025
Q4 		$2.15K Hold
22
– – ﹤0.01% 1380
2025
Q3 		$2.09K Buy
+22
New +$2K ﹤0.01% 1391

Other funds holding DFJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
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
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
SC
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Golden State Wealth Management's DFJ Position: Q1 2026 in Review

Golden State Wealth Management held its WisdomTree Japan SmallCap Dividend Fund (DFJ) position steady in Q1 2026 at 22 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1331.

Golden State Wealth Management first reported a position in DFJ in Q3 2025 and has held it in 3 quarters since. 82 funds tracked by Wall St. Rank hold DFJ as of Q1 2026.

  • Golden State Wealth Management held 22 shares of WisdomTree Japan SmallCap Dividend Fund worth $2.28K as of Q1 2026.
  • Golden State Wealth Management left its WisdomTree Japan SmallCap Dividend Fund share count unchanged in Q1 2026.
  • WisdomTree Japan SmallCap Dividend Fund made up ﹤0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #1331 holding.
  • Golden State Wealth Management first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q3 2025 and has held it in 3 quarters since.
  • 82 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.