HighTower Advisors’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

HighTower Advisors’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	$4.54M	Sell	44,446 -46,753	-51%	-$4.85M	﹤0.01%	1249
2025 Q4	$8.79M	Sell	91,199 -136	-0.1%	-$12.8K	0.01%	914
2025 Q3	$8.66M	Buy	91,335 +3,274	+4%	+$298K	0.01%	905
2025 Q2	$7.55M	Buy	88,061 +41,618	+90%	+$3.42M	0.01%	920
2025 Q1	$3.68M	Sell	46,443 -1,772	-4%	-$137K	0.01%	1189
2024 Q4	$3.62M	Buy	+48,215	New	+$3.69M	0.01%	1197
2021 Q4	–	Sell	-3,153	Closed	-$242K	–	3332
2021 Q3	$242K	Buy	3,153 +278	+10%	+$21.2K	﹤0.01%	2570
2021 Q2	$212K	Buy	+2,875	New	+$217K	﹤0.01%	2625
2020 Q1	–	Sell	-5,189	Closed	-$381K	–	2271
2019 Q4	$381K	Buy	5,189 +1,031	+25%	+$75.1K	﹤0.01%	1571
2019 Q3	$286K	Sell	4,158 -966	-19%	-$63.9K	﹤0.01%	1819
2019 Q2	$336K	Sell	5,124 -220,707	-98%	-$14.8M	﹤0.01%	1737
2019 Q1	$15.4M	Buy	225,831 +112,234	+99%	+$7.6M	0.1%	214
2018 Q4	$7.33M	Sell	113,597 -102,828	-48%	-$7.22M	0.06%	351
2018 Q3	$16.7M	Buy	216,425 +8,632	+4%	+$653K	0.12%	186
2018 Q2	$16M	Buy	207,793 +32,492	+19%	+$2.63M	0.13%	182
2018 Q1	$14.3M	Buy	175,301 +65,721	+60%	+$5.37M	0.12%	189
2017 Q4	$8.81M	Buy	+109,580	New	+$8.53M	0.07%	290
2014 Q3	–	Sell	-7,116	Closed	-$381K	–	1558
2014 Q2	$381K	Sell	7,116 -82	-1%	-$4.14K	0.01%	1149
2014 Q1	$360K	Buy	7,198 +6	+0.1%	+$300	0.01%	1100
2013 Q4	$367K	Buy	7,192 +117	+2%	+$5.94K	0.01%	1086
2013 Q3	$362K	Buy	7,075 +75	+1%	+$3.68K	0.01%	956
2013 Q2	$331K	Buy	+7,000	New	+$342K	0.01%	948

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

HighTower Advisors's DFJ Position: Q1 2026 in Review

HighTower Advisors reduced its WisdomTree Japan SmallCap Dividend Fund (DFJ) stake by 51% in Q1 2026, selling an estimated $4.85M and leaving 44,446 shares worth $4.54M. The position accounts for ﹤0.01% of the portfolio, ranked #1249.

HighTower Advisors first reported a position in DFJ in Q2 2013 and has held it in 22 quarters since. The position peaked at $16.7M in Q3 2018. 82 funds tracked by Wall St. Rank hold DFJ as of Q1 2026.

HighTower Advisors held 44,446 shares of WisdomTree Japan SmallCap Dividend Fund worth $4.54M as of Q1 2026.
HighTower Advisors sold 46,753 WisdomTree Japan SmallCap Dividend Fund shares in Q1 2026, an estimated $4.85M.
WisdomTree Japan SmallCap Dividend Fund made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #1249 holding.
HighTower Advisors first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q2 2013 and has held it in 22 quarters since.
HighTower Advisors's WisdomTree Japan SmallCap Dividend Fund position peaked at $16.7M in Q3 2018.
82 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.