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

Maridea 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
2026 Q2	$1.14M	Sell	10,820 -518	-5%	-$54.7K	0.12%	181
2026 Q1	$1.16M	Buy	11,338 +2,854	+34%	+$296K	0.17%	149
2025 Q4	$817K	Buy	8,484 +2,746	+48%	+$258K	0.12%	176
2025 Q3	$538K	Buy	+5,738	New	+$523K	0.08%	230

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

Maridea Wealth Management's DFJ Position: Q2 2026 in Review

Maridea Wealth Management reduced its WisdomTree Japan SmallCap Dividend Fund (DFJ) stake by 4.6% in Q2 2026, selling an estimated $54.7K and leaving 10,820 shares worth $1.14M. The position accounts for 0.12% of the portfolio, ranked #181.

Maridea Wealth Management first reported a position in DFJ in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.16M in Q1 2026. 79 funds tracked by Wall St. Rank hold DFJ as of Q2 2026.

Maridea Wealth Management held 10,820 shares of WisdomTree Japan SmallCap Dividend Fund worth $1.14M as of Q2 2026.
Maridea Wealth Management sold 518 WisdomTree Japan SmallCap Dividend Fund shares in Q2 2026, an estimated $54.7K.
WisdomTree Japan SmallCap Dividend Fund made up 0.12% of Maridea Wealth Management's portfolio in Q2 2026, its #181 holding.
Maridea Wealth Management first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q3 2025 and has held it in 4 quarters since.
Maridea Wealth Management's WisdomTree Japan SmallCap Dividend Fund position peaked at $1.16M in Q1 2026.
79 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.