TS Financial Group (TSFG)’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

TS Financial Group (TSFG)’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	$15K	Hold	149	–	–	﹤0.01%	516
2025 Q4	$14K	Hold	149	–	–	﹤0.01%	521
2025 Q3	$14K	Hold	149	–	–	﹤0.01%	529
2025 Q2	$13K	Hold	149	–	–	﹤0.01%	518
2025 Q1	$12K	Hold	149	–	–	﹤0.01%	516
2024 Q4	$11K	Hold	149	–	–	﹤0.01%	481
2024 Q3	$12K	Hold	149	–	–	﹤0.01%	471
2024 Q2	$11K	Hold	149	–	–	﹤0.01%	471
2024 Q1	$12K	Hold	149	–	–	﹤0.01%	451
2023 Q4	$11K	Hold	149	–	–	﹤0.01%	494
2023 Q3	$10K	Hold	149	–	–	﹤0.01%	523
2023 Q2	$10K	Hold	149	–	–	﹤0.01%	531
2023 Q1	$10K	Hold	149	–	–	﹤0.01%	521
2022 Q4	$9K	Hold	149	–	–	﹤0.01%	546
2022 Q3	$8K	Hold	149	–	–	﹤0.01%	550
2022 Q2	$9K	Hold	149	–	–	﹤0.01%	543
2022 Q1	$10K	Hold	149	–	–	﹤0.01%	538
2021 Q4	$11K	Hold	149	–	–	﹤0.01%	546
2021 Q3	$11K	Hold	149	–	–	﹤0.01%	536
2021 Q2	$11K	Hold	149	–	–	﹤0.01%	534
2021 Q1	$11K	Hold	149	–	–	0.01%	474
2020 Q4	$11K	Hold	149	–	–	0.01%	470
2020 Q3	$10K	Hold	149	–	–	0.01%	431
2020 Q2	$10K	Hold	149	–	–	0.01%	428
2020 Q1	$9K	Hold	149	–	–	0.01%	393
2019 Q4	$11K	Hold	149	–	–	0.01%	407
2019 Q3	$10K	Hold	149	–	–	0.01%	410
2019 Q2	$10K	Hold	149	–	–	0.01%	402
2019 Q1	$10K	Buy	+149	New	+$10.1K	0.01%	391

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

TS Financial Group (TSFG)'s DFJ Position: Q1 2026 in Review

TS Financial Group (TSFG) held its WisdomTree Japan SmallCap Dividend Fund (DFJ) position steady in Q1 2026 at 149 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

TS Financial Group (TSFG) first reported a position in DFJ in Q1 2019 and has held it in 29 quarters since. 82 funds tracked by Wall St. Rank hold DFJ as of Q1 2026.

TS Financial Group (TSFG) held 149 shares of WisdomTree Japan SmallCap Dividend Fund worth $15K as of Q1 2026.
TS Financial Group (TSFG) left its WisdomTree Japan SmallCap Dividend Fund share count unchanged in Q1 2026.
WisdomTree Japan SmallCap Dividend Fund made up ﹤0.01% of TS Financial Group (TSFG)'s portfolio in Q1 2026, its #516 holding.
TS Financial Group (TSFG) first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q1 2019 and has held it in 29 quarters since.
82 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q1 2026, filed 27 Apr 2026.