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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
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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $884M AUM 5.86% 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 $29.1B AUM 22.79% 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

Schoolcraft Capital's DFJ Position: Q1 2026 in Review

Schoolcraft Capital reduced its WisdomTree Japan SmallCap Dividend Fund (DFJ) stake by 2.6% in Q1 2026, selling an estimated $155K and leaving 56,956 shares worth $5.81M. The position accounts for 1.13% of the portfolio, ranked #20.

Schoolcraft Capital first reported a position in DFJ in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.05M in Q3 2022. 82 funds tracked by Wall St. Rank hold DFJ as of Q1 2026.

  • Schoolcraft Capital held 56,956 shares of WisdomTree Japan SmallCap Dividend Fund worth $5.81M as of Q1 2026.
  • Schoolcraft Capital sold 1,493 WisdomTree Japan SmallCap Dividend Fund shares in Q1 2026, an estimated $155K.
  • WisdomTree Japan SmallCap Dividend Fund made up 1.13% of Schoolcraft Capital's portfolio in Q1 2026, its #20 holding.
  • Schoolcraft Capital first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2019 and has held it in 26 quarters since.
  • Schoolcraft Capital's WisdomTree Japan SmallCap Dividend Fund position peaked at $7.05M in Q3 2022.
  • 82 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2026.

Based on Schoolcraft Capital's 13F filing for Q1 2026, filed 13 May 2026.