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 Q2	$67.1K	Buy	637 +5	+0.8%	+$528	﹤0.01%	1384
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 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

Larson Financial Group's DFJ Position: Q2 2026 in Review

Larson Financial Group increased its WisdomTree Japan SmallCap Dividend Fund (DFJ) stake by 0.79% in Q2 2026, buying an estimated $528 and bringing the position to 637 shares worth $67.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1384.

Larson Financial Group first reported a position in DFJ in Q4 2024 and has held it in 7 quarters since. 78 funds tracked by Wall St. Rank hold DFJ as of Q2 2026.

Larson Financial Group held 637 shares of WisdomTree Japan SmallCap Dividend Fund worth $67.1K as of Q2 2026.
Larson Financial Group bought 5 WisdomTree Japan SmallCap Dividend Fund shares in Q2 2026, an estimated $528.
WisdomTree Japan SmallCap Dividend Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1384 holding.
Larson Financial Group first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
78 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.