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

Oarsman Capital’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
Q1 		– Sell
-225
Closed -$16.9K – 389
2024
Q4 		$16.9K Hold
225
– – ﹤0.01% 625
2024
Q3 		$18.1K Buy
+225
New +$17.3K ﹤0.01% 609

Other funds holding DFJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SBCM
Schwerin Boyle Capital Management Springfield, Massachusetts $816M AUM 14.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Oarsman Capital's DFJ Position: Q1 2025 in Review

Oarsman Capital sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q1 2025, closing a stake of 225 shares — an estimated $16.9K sold.

Oarsman Capital first reported a position in DFJ in Q3 2024 and held it in 2 quarters. The position peaked at $18.1K in Q3 2024. 60 funds tracked by Wall St. Rank hold DFJ as of Q1 2025.

  • Oarsman Capital reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q1 2025 after selling out during the quarter.
  • Oarsman Capital sold 225 WisdomTree Japan SmallCap Dividend Fund shares in Q1 2025, an estimated $16.9K.
  • Oarsman Capital first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q3 2024 and held it in 2 quarters.
  • Oarsman Capital's WisdomTree Japan SmallCap Dividend Fund position peaked at $18.1K in Q3 2024.
  • 60 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.