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Ingalls & Snyder LLC’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Ingalls & Snyder LLC’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 		$1.51M Buy
14,302
+11,570
+423% +$1.22M 0.04% 193
2026
Q1 		$279K Buy
+2,732
New +$283K 0.01% 381

Other funds holding DFJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $563M AUM 21.42% 1-Year Est. Return
LPL Financial
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

Ingalls & Snyder LLC's DFJ Position: Q2 2026 in Review

Ingalls & Snyder LLC increased its WisdomTree Japan SmallCap Dividend Fund (DFJ) stake by 423% in Q2 2026, buying an estimated $1.22M and bringing the position to 14,302 shares worth $1.51M. The position accounts for 0.04% of the portfolio, ranked #193.

Ingalls & Snyder LLC first reported a position in DFJ in Q1 2026 and has held it in 2 quarters since. 79 funds tracked by Wall St. Rank hold DFJ as of Q2 2026.

  • Ingalls & Snyder LLC held 14,302 shares of WisdomTree Japan SmallCap Dividend Fund worth $1.51M as of Q2 2026.
  • Ingalls & Snyder LLC bought 11,570 WisdomTree Japan SmallCap Dividend Fund shares in Q2 2026, an estimated $1.22M.
  • WisdomTree Japan SmallCap Dividend Fund made up 0.04% of Ingalls & Snyder LLC's portfolio in Q2 2026, its #193 holding.
  • Ingalls & Snyder LLC first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q1 2026 and has held it in 2 quarters since.
  • 79 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q2 2026.

Based on Ingalls & Snyder LLC's 13F filing for Q2 2026, filed 14 Aug 2026.