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 Q2	$5.51M	Hold	52,336	–	–	0.68%	39
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 $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

Schoolcraft Capital Boulder, Colorado $563M AUM 21.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Schwerin Boyle Capital Management's DFJ Position: Q2 2026 in Review

Schwerin Boyle Capital Management held its WisdomTree Japan SmallCap Dividend Fund (DFJ) position steady in Q2 2026 at 52,336 shares worth $5.51M. The position accounts for 0.68% of the portfolio, ranked #39.

Schwerin Boyle Capital Management first reported a position in DFJ in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.63M in Q4 2025. 79 funds tracked by Wall St. Rank hold DFJ as of Q2 2026.

Schwerin Boyle Capital Management held 52,336 shares of WisdomTree Japan SmallCap Dividend Fund worth $5.51M as of Q2 2026.
Schwerin Boyle Capital Management left its WisdomTree Japan SmallCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree Japan SmallCap Dividend Fund made up 0.68% of Schwerin Boyle Capital Management's portfolio in Q2 2026, its #39 holding.
Schwerin Boyle Capital Management first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q3 2024 and has held it in 8 quarters since.
Schwerin Boyle Capital Management's WisdomTree Japan SmallCap Dividend Fund position peaked at $5.63M in Q4 2025.
79 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q2 2026.

Based on Schwerin Boyle Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.