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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
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
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Maridea Wealth Management's DFJ Position: Q1 2026 in Review

Maridea Wealth Management increased its WisdomTree Japan SmallCap Dividend Fund (DFJ) stake by 34% in Q1 2026, buying an estimated $296K and bringing the position to 11,338 shares worth $1.16M. The position accounts for 0.17% of the portfolio, ranked #149.

Maridea Wealth Management first reported a position in DFJ in Q3 2025 and has held it in 3 quarters since. 82 funds tracked by Wall St. Rank hold DFJ as of Q1 2026.

  • Maridea Wealth Management held 11,338 shares of WisdomTree Japan SmallCap Dividend Fund worth $1.16M as of Q1 2026.
  • Maridea Wealth Management bought 2,854 WisdomTree Japan SmallCap Dividend Fund shares in Q1 2026, an estimated $296K.
  • WisdomTree Japan SmallCap Dividend Fund made up 0.17% of Maridea Wealth Management's portfolio in Q1 2026, its #149 holding.
  • Maridea Wealth Management first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q3 2025 and has held it in 3 quarters since.
  • 82 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.