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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
Q2 		– Sell
-40
Closed -$4.08K – 4715
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vontobel Holding
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $563M AUM 21.42% 1-Year Est. Return
LPL Financial
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

Steward Partners Investment Advisory's DFJ Position: Q2 2026 in Review

Steward Partners Investment Advisory sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q2 2026, closing a stake of 40 shares — an estimated $4.08K sold.

Steward Partners Investment Advisory first reported a position in DFJ in Q3 2017 and held it in 28 quarters. The position peaked at $1.11M in Q4 2019. 79 funds tracked by Wall St. Rank hold DFJ as of Q2 2026.

  • Steward Partners Investment Advisory reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q2 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 40 WisdomTree Japan SmallCap Dividend Fund shares in Q2 2026, an estimated $4.08K.
  • Steward Partners Investment Advisory first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q3 2017 and held it in 28 quarters.
  • Steward Partners Investment Advisory's WisdomTree Japan SmallCap Dividend Fund position peaked at $1.11M in Q4 2019.
  • 79 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.