Jones Financial Companies’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Jones Financial Companies’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	$692K	Buy	6,980 +2,091	+43%	+$217K	﹤0.01%	1881
2025 Q4	$471K	Buy	4,889 +1,028	+27%	+$96.5K	﹤0.01%	1542
2025 Q3	$369K	Buy	3,861 +648	+20%	+$59K	﹤0.01%	1522
2025 Q2	$276K	Buy	3,213 +371	+13%	+$30.5K	﹤0.01%	1525
2025 Q1	$227K	Buy	2,842 +1,050	+59%	+$81K	﹤0.01%	1449
2024 Q4	$135K	Buy	1,792 +410	+30%	+$31.4K	﹤0.01%	1514
2024 Q3	$111K	Buy	1,382 +621	+82%	+$47.9K	﹤0.01%	1360
2024 Q2	$57.2K	Buy	761 +731	+2,437%	+$55K	﹤0.01%	1202
2024 Q1	$2.32K	Buy	+30	New	+$2.26K	﹤0.01%	1248

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

Jones Financial Companies's DFJ Position: Q1 2026 in Review

Jones Financial Companies increased its WisdomTree Japan SmallCap Dividend Fund (DFJ) stake by 43% in Q1 2026, buying an estimated $217K and bringing the position to 6,980 shares worth $692K. The position accounts for ﹤0.01% of the portfolio, ranked #1881.

Jones Financial Companies first reported a position in DFJ in Q1 2024 and has held it in 9 quarters since. 82 funds tracked by Wall St. Rank hold DFJ as of Q1 2026.

Jones Financial Companies held 6,980 shares of WisdomTree Japan SmallCap Dividend Fund worth $692K as of Q1 2026.
Jones Financial Companies bought 2,091 WisdomTree Japan SmallCap Dividend Fund shares in Q1 2026, an estimated $217K.
WisdomTree Japan SmallCap Dividend Fund made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1881 holding.
Jones Financial Companies first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q1 2024 and has held it in 9 quarters since.
82 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.