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

Tradewinds 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	–	Sell	-20	Closed	-$2.04K	–	733
2026 Q1	$2.04K	Hold	20	–	–	﹤0.01%	556
2025 Q4	$1.93K	Hold	20	–	–	﹤0.01%	533
2025 Q3	$1.9K	Hold	20	–	–	﹤0.01%	522
2025 Q2	$1.71K	Hold	20	–	–	﹤0.01%	487
2025 Q1	$1.59K	Hold	20	–	–	﹤0.01%	506
2024 Q4	$1.5K	Hold	20	–	–	﹤0.01%	512
2024 Q3	$1.61K	Hold	20	–	–	﹤0.01%	485
2024 Q2	$1.5K	Buy	+20	New	+$1.5K	﹤0.01%	467

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

SBCM

Schwerin Boyle Capital Management Springfield, Massachusetts $816M AUM 14.79% 1-Year Est. Return

Tradewinds Capital Management's DFJ Position: Q2 2026 in Review

Tradewinds Capital Management sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q2 2026, closing a stake of 20 shares — an estimated $2.04K sold.

Tradewinds Capital Management first reported a position in DFJ in Q2 2024 and held it in 8 quarters. The position peaked at $2.04K in Q1 2026. 79 funds tracked by Wall St. Rank hold DFJ as of Q2 2026.

Tradewinds Capital Management reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q2 2026 after selling out during the quarter.
Tradewinds Capital Management sold 20 WisdomTree Japan SmallCap Dividend Fund shares in Q2 2026, an estimated $2.04K.
Tradewinds Capital Management first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q2 2024 and held it in 8 quarters.
Tradewinds Capital Management's WisdomTree Japan SmallCap Dividend Fund position peaked at $2.04K in Q1 2026.
79 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.