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 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 $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

Tradewinds Capital Management's DFJ Position: Q1 2026 in Review

Tradewinds Capital Management held its WisdomTree Japan SmallCap Dividend Fund (DFJ) position steady in Q1 2026 at 20 shares worth $2.04K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

Tradewinds Capital Management first reported a position in DFJ in Q2 2024 and has held it in 8 quarters since. 82 funds tracked by Wall St. Rank hold DFJ as of Q1 2026.

Tradewinds Capital Management held 20 shares of WisdomTree Japan SmallCap Dividend Fund worth $2.04K as of Q1 2026.
Tradewinds Capital Management left its WisdomTree Japan SmallCap Dividend Fund share count unchanged in Q1 2026.
WisdomTree Japan SmallCap Dividend Fund made up ﹤0.01% of Tradewinds Capital Management's portfolio in Q1 2026, its #556 holding.
Tradewinds Capital Management first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q2 2024 and has held it in 8 quarters since.
82 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2026.

Based on Tradewinds Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.