Gotham Asset Management’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Gotham Asset 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	$1.29M	Hold	12,607	–	–	﹤0.01%	1238
2025 Q4	$1.21M	Hold	12,607	–	–	﹤0.01%	1201
2025 Q3	$1.2M	Buy	12,607 +5,795	+85%	+$528K	0.01%	1144
2025 Q2	$584K	Buy	+6,812	New	+$559K	﹤0.01%	1285

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

Gotham Asset Management's DFJ Position: Q1 2026 in Review

Gotham Asset Management held its WisdomTree Japan SmallCap Dividend Fund (DFJ) position steady in Q1 2026 at 12,607 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #1238.

Gotham Asset Management first reported a position in DFJ in Q2 2025 and has held it in 4 quarters since. 82 funds tracked by Wall St. Rank hold DFJ as of Q1 2026.

Gotham Asset Management held 12,607 shares of WisdomTree Japan SmallCap Dividend Fund worth $1.29M as of Q1 2026.
Gotham Asset Management left its WisdomTree Japan SmallCap Dividend Fund share count unchanged in Q1 2026.
WisdomTree Japan SmallCap Dividend Fund made up ﹤0.01% of Gotham Asset Management's portfolio in Q1 2026, its #1238 holding.
Gotham Asset Management first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q2 2025 and has held it in 4 quarters since.
82 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2026.

Based on Gotham Asset Management's 13F filing for Q1 2026, filed 15 May 2026.