Lindbrook Capital’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Lindbrook Capital’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
2025 Q1	–	Sell	-92	Closed	-$6.91K	–	2819
2024 Q4	$6.91K	Hold	92	–	–	﹤0.01%	1833
2024 Q3	$7.42K	Hold	92	–	–	﹤0.01%	1828
2024 Q2	$6.91K	Hold	92	–	–	﹤0.01%	1832
2024 Q1	$7.11K	Hold	92	–	–	﹤0.01%	1742
2023 Q4	$6.89K	Hold	92	–	–	﹤0.01%	1723
2023 Q3	$6.34K	Hold	92	–	–	﹤0.01%	1660
2023 Q2	$6.13K	Sell	92 -258	-74%	-$17.2K	﹤0.01%	1705
2023 Q1	$23.4K	Hold	350	–	–	﹤0.01%	989
2022 Q4	$22.1K	Hold	350	–	–	﹤0.01%	1007
2022 Q3	$20K	Hold	350	–	–	﹤0.01%	976
2022 Q2	$21K	Hold	350	–	–	﹤0.01%	945
2022 Q1	$23K	Hold	350	–	–	﹤0.01%	947
2021 Q4	$25K	Buy	+350	New	+$25.6K	﹤0.01%	942

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

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 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

Schoolcraft Capital Boulder, Colorado $516M AUM 16.37% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SBCM

Schwerin Boyle Capital Management Springfield, Massachusetts $816M AUM 14.79% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Lindbrook Capital's DFJ Position: Q1 2025 in Review

Lindbrook Capital sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q1 2025, closing a stake of 92 shares — an estimated $6.91K sold.

Lindbrook Capital first reported a position in DFJ in Q4 2021 and held it in 13 quarters. The position peaked at $25K in Q4 2021. 60 funds tracked by Wall St. Rank hold DFJ as of Q1 2025.

Lindbrook Capital reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q1 2025 after selling out during the quarter.
Lindbrook Capital sold 92 WisdomTree Japan SmallCap Dividend Fund shares in Q1 2025, an estimated $6.91K.
Lindbrook Capital first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2021 and held it in 13 quarters.
Lindbrook Capital's WisdomTree Japan SmallCap Dividend Fund position peaked at $25K in Q4 2021.
60 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.