Ritholtz Wealth Management
DFJ icon

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

Ritholtz 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
Q2 		– Sell
-4,055
Closed -$414K – 1331
2026
Q1 		$414K Buy
+4,055
New +$420K 0.01% 855

Other funds holding DFJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
LPL Financial
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

Ritholtz Wealth Management's DFJ Position: Q2 2026 in Review

Ritholtz Wealth Management sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q2 2026, closing a stake of 4,055 shares — an estimated $414K sold.

Ritholtz Wealth Management first reported a position in DFJ in Q1 2026 and held it in 1 quarter. The position peaked at $414K in Q1 2026. 78 funds tracked by Wall St. Rank hold DFJ as of Q2 2026.

  • Ritholtz Wealth Management reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q2 2026 after selling out during the quarter.
  • Ritholtz Wealth Management sold 4,055 WisdomTree Japan SmallCap Dividend Fund shares in Q2 2026, an estimated $414K.
  • Ritholtz Wealth Management first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q1 2026 and held it in 1 quarter.
  • Ritholtz Wealth Management's WisdomTree Japan SmallCap Dividend Fund position peaked at $414K in Q1 2026.
  • 78 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.