McCarley & Cook Financial Planners’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

McCarley & Cook Financial Planners’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 Q3	$587K	Buy	5,066 +3	+0.1%	+$334	0.45%	23
2026 Q2	$533K	Buy	5,063 +63	+1%	+$6.65K	0.41%	24
2026 Q1	$510K	Buy	+5,000	New	+$518K	0.44%	24

Other funds holding DFJ

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

EGA

E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return

Owl Creek Wealth Partners Denver, Colorado $355M AUM

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

McCarley & Cook Financial Planners's DFJ Position: Q3 2026 in Review

McCarley & Cook Financial Planners increased its WisdomTree Japan SmallCap Dividend Fund (DFJ) stake by 0.06% in Q3 2026, buying an estimated $334 and bringing the position to 5,066 shares worth $587K. The position accounts for 0.45% of the portfolio, ranked #23.

McCarley & Cook Financial Planners first reported a position in DFJ in Q1 2026 and has held it in 3 quarters since. 13 funds tracked by Wall St. Rank hold DFJ as of Q3 2026.

McCarley & Cook Financial Planners held 5,066 shares of WisdomTree Japan SmallCap Dividend Fund worth $587K as of Q3 2026.
McCarley & Cook Financial Planners bought 3 WisdomTree Japan SmallCap Dividend Fund shares in Q3 2026, an estimated $334.
WisdomTree Japan SmallCap Dividend Fund made up 0.45% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #23 holding.
McCarley & Cook Financial Planners first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q1 2026 and has held it in 3 quarters since.
13 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.