Integrated Wealth Concepts’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Integrated Wealth Concepts’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	$1.26K	Buy	+12	New	+$1.27K	﹤0.01%	5476

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 $478M AUM 23.65% 1-Year Est. Return

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

Schoolcraft Capital Boulder, Colorado $563M AUM 21.42% 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

Integrated Wealth Concepts's DFJ Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q2 2026: 12 shares worth $1.26K. The stake represents ﹤0.01% of the portfolio and ranks #5476 among its holdings.

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

Integrated Wealth Concepts held 12 shares of WisdomTree Japan SmallCap Dividend Fund worth $1.26K as of Q2 2026.
WisdomTree Japan SmallCap Dividend Fund was a new Integrated Wealth Concepts position in Q2 2026.
WisdomTree Japan SmallCap Dividend Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5476 holding.
79 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.