Steward Partners Investment Advisory’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Steward Partners Investment Advisory’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	$4.08K	Sell	40 -225	-85%	-$23.3K	﹤0.01%	3864
2025 Q4	$25.5K	Hold	265	–	–	﹤0.01%	3038
2025 Q3	$25.1K	Buy	265 +35	+15%	+$3.19K	﹤0.01%	2976
2025 Q2	$19.7K	Buy	230 +190	+475%	+$15.6K	﹤0.01%	2930
2025 Q1	$3.17K	Hold	40	–	–	﹤0.01%	3524
2024 Q4	$3.01K	Hold	40	–	–	﹤0.01%	3521
2024 Q3	$3.23K	Hold	40	–	–	﹤0.01%	3304
2024 Q2	$3K	Sell	40 -175	-81%	-$13.2K	﹤0.01%	3188
2024 Q1	$16.6K	Sell	215 -410	-66%	-$30.9K	﹤0.01%	2593
2023 Q4	$46.8K	Buy	+625	New	+$43.6K	﹤0.01%	2028
2022 Q1	–	Sell	-6,331	Closed	-$452K	–	3301
2021 Q4	$452K	Buy	6,331 +345	+6%	+$25.3K	0.01%	974
2021 Q3	$460K	Buy	5,986 +50	+0.8%	+$3.81K	0.01%	936
2021 Q2	$438K	Buy	5,936 +221	+4%	+$16.7K	0.01%	990
2021 Q1	$436K	Buy	5,715 +309	+6%	+$23.2K	0.01%	939
2020 Q4	$392K	Buy	5,406 +146	+3%	+$10.4K	0.01%	829
2020 Q3	$368K	Sell	5,260 -9,646	-65%	-$638K	0.01%	749
2020 Q2	$953K	Sell	14,906 -602	-4%	-$37.5K	0.03%	468
2020 Q1	$901K	Buy	15,508 +452	+3%	+$29.7K	0.03%	406
2019 Q4	$1.11M	Sell	15,056 -5	-0%	-$364	0.03%	430
2019 Q3	$1.03M	Buy	15,061 +548	+4%	+$36.2K	0.03%	400
2019 Q2	$959K	Buy	14,513 +276	+2%	+$18.5K	0.04%	405
2019 Q1	$970K	Buy	14,237 +616	+5%	+$41.7K	0.04%	364
2018 Q4	$877K	Buy	13,621 +506	+4%	+$35.5K	0.04%	357
2018 Q3	$1.01M	Buy	13,115 +814	+7%	+$61.5K	0.05%	339
2018 Q2	$947K	Buy	12,301 +10,740	+688%	+$868K	0.06%	305
2018 Q1	$126K	Buy	1,561 +684	+78%	+$55.8K	0.01%	717
2017 Q4	$70K	Buy	877 +285	+48%	+$22.2K	0.01%	723
2017 Q3	$44K	Buy	+592	New	+$42.8K	﹤0.01%	722

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

SBCM

Schwerin Boyle Capital Management Springfield, Massachusetts $788M AUM 13.82% 1-Year Est. Return

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

Steward Partners Investment Advisory's DFJ Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its WisdomTree Japan SmallCap Dividend Fund (DFJ) stake by 85% in Q1 2026, selling an estimated $23.3K and leaving 40 shares worth $4.08K. The position accounts for ﹤0.01% of the portfolio, ranked #3864.

Steward Partners Investment Advisory first reported a position in DFJ in Q3 2017 and has held it in 28 quarters since. The position peaked at $1.11M in Q4 2019. 82 funds tracked by Wall St. Rank hold DFJ as of Q1 2026.

Steward Partners Investment Advisory held 40 shares of WisdomTree Japan SmallCap Dividend Fund worth $4.08K as of Q1 2026.
Steward Partners Investment Advisory sold 225 WisdomTree Japan SmallCap Dividend Fund shares in Q1 2026, an estimated $23.3K.
WisdomTree Japan SmallCap Dividend Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3864 holding.
Steward Partners Investment Advisory first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q3 2017 and has held it in 28 quarters since.
Steward Partners Investment Advisory's WisdomTree Japan SmallCap Dividend Fund position peaked at $1.11M in Q4 2019.
82 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.