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

MAI Capital 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
Q4 		– Sell
-180
Closed -$17.1K – 4386
2025
Q3 		$17.1K Hold
180
– – ﹤0.01% 2485
2025
Q2 		$15.4K Sell
180
-22
-11% -$1.81K ﹤0.01% 2488
2025
Q1 		$16K Hold
202
– – ﹤0.01% 2284
2024
Q4 		$15.1K Buy
+202
New +$15.5K ﹤0.01% 2347

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
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
SBCM
Schwerin Boyle Capital Management Springfield, Massachusetts $788M AUM 13.82% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $516M AUM 16.37% 1-Year Est. Return

MAI Capital Management's DFJ Position: Q4 2025 in Review

MAI Capital Management sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q4 2025, closing a stake of 180 shares — an estimated $17.1K sold.

MAI Capital Management first reported a position in DFJ in Q4 2024 and held it in 4 quarters. The position peaked at $17.1K in Q3 2025. 72 funds tracked by Wall St. Rank hold DFJ as of Q4 2025.

  • MAI Capital Management reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q4 2025 after selling out during the quarter.
  • MAI Capital Management sold 180 WisdomTree Japan SmallCap Dividend Fund shares in Q4 2025, an estimated $17.1K.
  • MAI Capital Management first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2024 and held it in 4 quarters.
  • MAI Capital Management's WisdomTree Japan SmallCap Dividend Fund position peaked at $17.1K in Q3 2025.
  • 72 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q4 2025.

Based on MAI Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.