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Lorne Steinberg Wealth Management’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Lorne Steinberg Wealth Management’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
Q3 		– Sell
-2,706
Closed -$232K – 72
2025
Q2 		$232K Hold
2,706
– – 0.06% 68
2025
Q1 		$215K Hold
2,706
– – 0.06% 66
2024
Q4 		$203K Buy
+2,706
New +$207K 0.06% 69

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
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Lorne Steinberg Wealth Management's DFJ Position: Q3 2025 in Review

Lorne Steinberg Wealth Management sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q3 2025, closing a stake of 2,706 shares — an estimated $232K sold.

Lorne Steinberg Wealth Management first reported a position in DFJ in Q4 2024 and held it in 3 quarters. The position peaked at $232K in Q2 2025. 73 funds tracked by Wall St. Rank hold DFJ as of Q3 2025.

  • Lorne Steinberg Wealth Management reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q3 2025 after selling out during the quarter.
  • Lorne Steinberg Wealth Management sold 2,706 WisdomTree Japan SmallCap Dividend Fund shares in Q3 2025, an estimated $232K.
  • Lorne Steinberg Wealth Management first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2024 and held it in 3 quarters.
  • Lorne Steinberg Wealth Management's WisdomTree Japan SmallCap Dividend Fund position peaked at $232K in Q2 2025.
  • 73 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q3 2025.

Based on Lorne Steinberg Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.