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

Guardian 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	$2.83M	Buy	+26,900	New	+$2.84M	0.26%	72

Other funds holding DFJ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

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

Guardian Partners's DFJ Position: Q2 2026 in Review

Guardian Partners opened a new position in WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q2 2026: 26,900 shares worth $2.83M. The stake represents 0.26% of the portfolio and ranks #72 among its holdings.

78 funds tracked by Wall St. Rank hold DFJ as of Q2 2026.

Guardian Partners held 26,900 shares of WisdomTree Japan SmallCap Dividend Fund worth $2.83M as of Q2 2026.
WisdomTree Japan SmallCap Dividend Fund was a new Guardian Partners position in Q2 2026.
WisdomTree Japan SmallCap Dividend Fund made up 0.26% of Guardian Partners's portfolio in Q2 2026, its #72 holding.
78 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.