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

Schoolcraft 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
2026 Q2	$5.79M	Sell	54,939 -2,017	-4%	-$213K	1.03%	21
2026 Q1	$5.81M	Sell	56,956 -1,493	-3%	-$155K	1.13%	20
2025 Q4	$5.63M	Sell	58,449 -858	-1%	-$80.5K	1.09%	20
2025 Q3	$5.62M	Sell	59,307 -4,432	-7%	-$404K	1.13%	20
2025 Q2	$5.46M	Sell	63,739 -3,966	-6%	-$326K	1.11%	21
2025 Q1	$5.37M	Sell	67,705 -1,886	-3%	-$145K	1.05%	20
2024 Q4	$5.23M	Buy	69,591 +1,315	+2%	+$101K	1.09%	19
2024 Q3	$5.51M	Sell	68,276 -3,281	-5%	-$253K	1.12%	19
2024 Q2	$5.38M	Buy	71,557 +3,766	+6%	+$283K	1.15%	19
2024 Q1	$5.24M	Sell	67,791 -3,529	-5%	-$266K	1.23%	19
2023 Q4	$5.34M	Buy	71,320 +467	+0.7%	+$32.6K	1.35%	18
2023 Q3	$4.89M	Sell	70,853 -599	-0.8%	-$41.4K	1.38%	17
2023 Q2	$4.76M	Sell	71,452 -5,711	-7%	-$381K	1.31%	17
2023 Q1	$5.16M	Sell	77,163 -1,801	-2%	-$117K	1.48%	15
2022 Q4	$4.99M	Sell	78,964 -44,912	-36%	-$2.68M	1.54%	16
2022 Q3	$7.05M	Buy	123,876 +7,534	+6%	+$453K	2.39%	11
2022 Q2	$6.9M	Buy	116,342 +38,444	+49%	+$2.38M	2.21%	12
2022 Q1	$5.13M	Sell	77,898 -14,738	-16%	-$1.02M	1.58%	14
2021 Q4	$6.61M	Buy	92,636 +39,624	+75%	+$2.9M	2%	13
2021 Q3	$4.07M	Sell	53,012 -286	-0.5%	-$21.8K	1.37%	15
2021 Q2	$3.94M	Sell	53,298 -832	-2%	-$62.8K	1.42%	14
2021 Q1	$4.13M	Sell	54,130 -1,679	-3%	-$126K	1.65%	14
2020 Q4	$4.05M	Buy	55,809 +337	+0.6%	+$23.9K	1.7%	14
2020 Q3	$3.88M	Buy	55,472 +148	+0.3%	+$9.79K	1.83%	13
2020 Q2	$3.54M	Buy	55,324 +24,308	+78%	+$1.51M	1.75%	14
2020 Q1	$1.8M	Sell	31,016 -17,147	-36%	-$1.13M	1.1%	19
2019 Q4	$3.54M	Buy	+48,163	New	+$3.51M	1.8%	14

Other funds holding DFJ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Schoolcraft Capital's DFJ Position: Q2 2026 in Review

Schoolcraft Capital reduced its WisdomTree Japan SmallCap Dividend Fund (DFJ) stake by 3.5% in Q2 2026, selling an estimated $213K and leaving 54,939 shares worth $5.79M. The position accounts for 1.03% of the portfolio, ranked #21.

Schoolcraft Capital first reported a position in DFJ in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.05M in Q3 2022. 79 funds tracked by Wall St. Rank hold DFJ as of Q2 2026.

Schoolcraft Capital held 54,939 shares of WisdomTree Japan SmallCap Dividend Fund worth $5.79M as of Q2 2026.
Schoolcraft Capital sold 2,017 WisdomTree Japan SmallCap Dividend Fund shares in Q2 2026, an estimated $213K.
WisdomTree Japan SmallCap Dividend Fund made up 1.03% of Schoolcraft Capital's portfolio in Q2 2026, its #21 holding.
Schoolcraft Capital first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2019 and has held it in 27 quarters since.
Schoolcraft Capital's WisdomTree Japan SmallCap Dividend Fund position peaked at $7.05M in Q3 2022.
79 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q2 2026.

Based on Schoolcraft Capital's 13F filing for Q2 2026, filed 11 Aug 2026.