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Larson Financial Group’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Larson Financial Group’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 		$64.5K Hold
632
– – ﹤0.01% 1213
2025
Q4 		$60.9K Sell
632
-56
-8% -$5.26K ﹤0.01% 1141
2025
Q3 		$65.2K Sell
688
-41
-6% -$3.73K ﹤0.01% 1048
2025
Q2 		$62.5K Sell
729
-17
-2% -$1.4K ﹤0.01% 992
2025
Q1 		$59.1K Buy
746
+679
+1,013% +$52.4K ﹤0.01% 964
2024
Q4 		$5.03K Buy
+67
New +$5.13K ﹤0.01% 1666

Other funds holding DFJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
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
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
SC
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Larson Financial Group's DFJ Position: Q1 2026 in Review

Larson Financial Group held its WisdomTree Japan SmallCap Dividend Fund (DFJ) position steady in Q1 2026 at 632 shares worth $64.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1213.

Larson Financial Group first reported a position in DFJ in Q4 2024 and has held it in 6 quarters since. The position peaked at $65.2K in Q3 2025. 82 funds tracked by Wall St. Rank hold DFJ as of Q1 2026.

  • Larson Financial Group held 632 shares of WisdomTree Japan SmallCap Dividend Fund worth $64.5K as of Q1 2026.
  • Larson Financial Group left its WisdomTree Japan SmallCap Dividend Fund share count unchanged in Q1 2026.
  • WisdomTree Japan SmallCap Dividend Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1213 holding.
  • Larson Financial Group first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2024 and has held it in 6 quarters since.
  • Larson Financial Group's WisdomTree Japan SmallCap Dividend Fund position peaked at $65.2K in Q3 2025.
  • 82 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2026.

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