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

Luminist 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
2026 Q2	$211	Buy	+2	New	+$211	﹤0.01%	390
2026 Q1	–	Sell	-2	Closed	-$193	–	137
2025 Q4	$193	Hold	2	–	–	﹤0.01%	268
2025 Q3	$187	Hold	2	–	–	﹤0.01%	325
2025 Q2	$172	Hold	2	–	–	﹤0.01%	333
2025 Q1	$158	Hold	2	–	–	﹤0.01%	243
2024 Q4	$150	Buy	+2	New	+$153	﹤0.01%	233

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

Luminist Capital's DFJ Position: Q2 2026 in Review

Luminist Capital opened a new position in WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q2 2026: 2 shares worth $211. The stake represents ﹤0.01% of the portfolio and ranks #390 among its holdings. This is a return to the name: Luminist Capital previously reported a position in DFJ as recently as Q4 2025.

Luminist Capital first reported a position in DFJ in Q4 2024 and has held it in 6 quarters since. 78 funds tracked by Wall St. Rank hold DFJ as of Q2 2026.

Luminist Capital held 2 shares of WisdomTree Japan SmallCap Dividend Fund worth $211 as of Q2 2026.
WisdomTree Japan SmallCap Dividend Fund was a new Luminist Capital position in Q2 2026.
WisdomTree Japan SmallCap Dividend Fund made up ﹤0.01% of Luminist Capital's portfolio in Q2 2026, its #390 holding.
Luminist Capital first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2024 and has held it in 6 quarters since.
78 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q2 2026.

Based on Luminist Capital's 13F filing for Q2 2026, filed 7 Aug 2026.