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

Northwestern Mutual 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	$85K	Buy	833 +290	+53%	+$30.1K	﹤0.01%	2237
2025 Q4	$52.3K	Buy	543 +343	+172%	+$32.2K	﹤0.01%	2379
2025 Q3	$19K	Buy	+200	New	+$18.2K	﹤0.01%	2697
2022 Q2	–	Sell	-71	Closed	-$5K	–	3234
2022 Q1	$5K	Buy	+71	New	+$4.93K	﹤0.01%	2730
2021 Q1	–	Sell	-69	Closed	-$5K	–	2810
2020 Q4	$5K	Buy	69 +9	+15%	+$639	﹤0.01%	2364
2020 Q3	$4K	Hold	60	–	–	﹤0.01%	2213
2020 Q2	$4K	Hold	60	–	–	﹤0.01%	2098
2020 Q1	$3K	Sell	60 -367	-86%	-$24.1K	﹤0.01%	2161
2019 Q4	$31K	Buy	427 +121	+40%	+$8.81K	﹤0.01%	1602
2019 Q3	$21K	Buy	306 +60	+24%	+$3.97K	﹤0.01%	1713
2019 Q2	$16K	Sell	246 -55	-18%	-$3.69K	﹤0.01%	1795
2019 Q1	$21K	Hold	301	–	–	﹤0.01%	1694
2018 Q4	$19K	Sell	301 -86	-22%	-$6.04K	﹤0.01%	1604
2018 Q3	$30K	Sell	387 -1,938	-83%	-$147K	﹤0.01%	1494
2018 Q2	$179K	Buy	+2,325	New	+$188K	﹤0.01%	792
2018 Q1	–	Sell	-250	Closed	-$20K	–	2229
2017 Q4	$20K	Buy	250 +45	+22%	+$3.5K	﹤0.01%	1494
2017 Q3	$15K	Hold	205	–	–	﹤0.01%	1551
2017 Q2	$14K	Hold	205	–	–	﹤0.01%	1499
2017 Q1	$14K	Buy	+205	New	+$13.5K	﹤0.01%	1434
2016 Q2	–	Sell	-16	Closed	-$1K	–	2091
2016 Q1	$1K	Hold	16	–	–	﹤0.01%	1984
2015 Q4	$1K	Buy	+16	New	+$898	﹤0.01%	1493

Other funds holding DFJ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $516M AUM 16.37% 1-Year Est. Return

SBCM

Schwerin Boyle Capital Management Springfield, Massachusetts $816M AUM 14.79% 1-Year Est. Return

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

Northwestern Mutual Wealth Management's DFJ Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its WisdomTree Japan SmallCap Dividend Fund (DFJ) stake by 53% in Q1 2026, buying an estimated $30.1K and bringing the position to 833 shares worth $85K. The position accounts for ﹤0.01% of the portfolio, ranked #2237.

Northwestern Mutual Wealth Management first reported a position in DFJ in Q4 2015 and has held it in 21 quarters since. The position peaked at $179K in Q2 2018. 82 funds tracked by Wall St. Rank hold DFJ as of Q1 2026.

Northwestern Mutual Wealth Management held 833 shares of WisdomTree Japan SmallCap Dividend Fund worth $85K as of Q1 2026.
Northwestern Mutual Wealth Management bought 290 WisdomTree Japan SmallCap Dividend Fund shares in Q1 2026, an estimated $30.1K.
WisdomTree Japan SmallCap Dividend Fund made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #2237 holding.
Northwestern Mutual Wealth Management first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2015 and has held it in 21 quarters since.
Northwestern Mutual Wealth Management's WisdomTree Japan SmallCap Dividend Fund position peaked at $179K in Q2 2018.
82 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.