Raymond James Financial
DFJ icon

Raymond James Financial’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Raymond James Financial’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 		$21.7M Buy
212,161
+2,266
+1% +$235K 0.01% 1406
2025
Q4 		$20.2M Sell
209,895
-826
-0.4% -$77.5K 0.01% 1435
2025
Q3 		$20M Buy
210,721
+4,769
+2% +$434K 0.01% 1416
2025
Q2 		$17.6M Buy
205,952
+5,755
+3% +$472K 0.01% 1465
2025
Q1 		$15.9M Buy
200,197
+8,071
+4% +$622K 0.01% 1489
2024
Q4 		$14.4M Buy
+192,126
New +$14.7M 0.01% 1551

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
Wells Fargo
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
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial's DFJ Position: Q1 2026 in Review

Raymond James Financial increased its WisdomTree Japan SmallCap Dividend Fund (DFJ) stake by 1.1% in Q1 2026, buying an estimated $235K and bringing the position to 212,161 shares worth $21.7M. The position accounts for 0.01% of the portfolio, ranked #1406.

Raymond James Financial first reported a position in DFJ in Q4 2024 and has held it in 6 quarters since. 82 funds tracked by Wall St. Rank hold DFJ as of Q1 2026.

  • Raymond James Financial held 212,161 shares of WisdomTree Japan SmallCap Dividend Fund worth $21.7M as of Q1 2026.
  • Raymond James Financial bought 2,266 WisdomTree Japan SmallCap Dividend Fund shares in Q1 2026, an estimated $235K.
  • WisdomTree Japan SmallCap Dividend Fund made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1406 holding.
  • Raymond James Financial first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2024 and has held it in 6 quarters since.
  • 82 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.