Planning Strategies’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Planning Strategies’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	$737	Buy	+7	New	+$739	﹤0.01%	794

Other funds holding DFJ

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

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

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Planning Strategies's DFJ Position: Q2 2026 in Review

Planning Strategies opened a new position in WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q2 2026: 7 shares worth $737. The stake represents ﹤0.01% of the portfolio and ranks #794 among its holdings.

73 funds tracked by Wall St. Rank hold DFJ as of Q2 2026.

Planning Strategies held 7 shares of WisdomTree Japan SmallCap Dividend Fund worth $737 as of Q2 2026.
WisdomTree Japan SmallCap Dividend Fund was a new Planning Strategies position in Q2 2026.
WisdomTree Japan SmallCap Dividend Fund made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #794 holding.
73 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.