Schwerin Boyle Capital Management’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Schwerin Boyle Capital 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 Q1	$5.34M	Sell	52,336 -6,134	-10%	-$636K	0.68%	40
2025 Q4	$5.63M	Hold	58,470	–	–	0.62%	39
2025 Q3	$5.54M	Hold	58,470	–	–	0.61%	40
2025 Q2	$5.01M	Hold	58,470	–	–	0.56%	40
2025 Q1	$4.63M	Hold	58,470	–	–	0.48%	41
2024 Q4	$4.39M	Buy	58,470 +19,470	+50%	+$1.49M	0.45%	42
2024 Q3	$3.15M	Buy	+39,000	New	+$3.01M	0.33%	43

Other funds holding DFJ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $516M AUM 16.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Schwerin Boyle Capital Management's DFJ Position: Q1 2026 in Review

Schwerin Boyle Capital Management reduced its WisdomTree Japan SmallCap Dividend Fund (DFJ) stake by 10% in Q1 2026, selling an estimated $636K and leaving 52,336 shares worth $5.34M. The position accounts for 0.68% of the portfolio, ranked #40.

Schwerin Boyle Capital Management first reported a position in DFJ in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.63M in Q4 2025. 82 funds tracked by Wall St. Rank hold DFJ as of Q1 2026.

Schwerin Boyle Capital Management held 52,336 shares of WisdomTree Japan SmallCap Dividend Fund worth $5.34M as of Q1 2026.
Schwerin Boyle Capital Management sold 6,134 WisdomTree Japan SmallCap Dividend Fund shares in Q1 2026, an estimated $636K.
WisdomTree Japan SmallCap Dividend Fund made up 0.68% of Schwerin Boyle Capital Management's portfolio in Q1 2026, its #40 holding.
Schwerin Boyle Capital Management first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q3 2024 and has held it in 7 quarters since.
Schwerin Boyle Capital Management's WisdomTree Japan SmallCap Dividend Fund position peaked at $5.63M in Q4 2025.
82 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2026.

Based on Schwerin Boyle Capital Management's 13F filing for Q1 2026, filed 14 May 2026.