UBS Group
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UBS Group’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

UBS Group’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 		$3.74M Buy
36,691
+2,846
+8% +$295K ﹤0.01% 4372
2025
Q4 		$3.26M Sell
33,845
-296
-0.9% -$27.8K ﹤0.01% 4471
2025
Q3 		$3.24M Sell
34,141
-3,285
-9% -$299K ﹤0.01% 4485
2025
Q2 		$3.21M Buy
37,426
+1,099
+3% +$90.2K ﹤0.01% 4330
2025
Q1 		$2.88M Sell
36,327
-9,378
-21% -$723K ﹤0.01% 4354
2024
Q4 		$3.43M Sell
45,705
-4,165
-8% -$319K ﹤0.01% 4199
2024
Q3 		$4.02M Buy
49,870
+24,361
+95% +$1.88M ﹤0.01% 3295
2024
Q2 		$1.92M Sell
25,509
-754
-3% -$56.7K ﹤0.01% 3811
2024
Q1 		$2.03M Sell
26,263
-754
-3% -$56.9K ﹤0.01% 3949
2023
Q4 		$2.02M Sell
27,017
-814
-3% -$56.8K ﹤0.01% 3817
2023
Q3 		$1.92M Sell
27,831
-546
-2% -$37.7K ﹤0.01% 3473
2023
Q2 		$1.89M Sell
28,377
-919
-3% -$61.3K ﹤0.01% 3582
2023
Q1 		$1.96M Sell
29,296
-5,794
-17% -$377K ﹤0.01% 3461
2022
Q4 		$2.22M Sell
35,090
-17,427
-33% -$1.04M ﹤0.01% 3297
2022
Q3 		$2.99M Sell
52,517
-86,627
-62% -$5.21M ﹤0.01% 2808
2022
Q2 		$8.26M Sell
139,144
-8,954
-6% -$554K ﹤0.01% 1959
2022
Q1 		$9.76M Sell
148,098
-38,947
-21% -$2.7M ﹤0.01% 1957
2021
Q4 		$13.3M Buy
187,045
+64,604
+53% +$4.73M ﹤0.01% 1895
2021
Q3 		$9.41M Buy
122,441
+2,083
+2% +$159K ﹤0.01% 2072
2021
Q2 		$8.89M Buy
120,358
+8,564
+8% +$646K ﹤0.01% 2138
2021
Q1 		$8.53M Buy
111,794
+7,952
+8% +$596K ﹤0.01% 2098
2020
Q4 		$7.53M Buy
103,842
+1,078
+1% +$76.5K ﹤0.01% 2084
2020
Q3 		$7.19M Buy
102,764
+11,170
+12% +$739K ﹤0.01% 1883
2020
Q2 		$5.86M Buy
91,594
+3,232
+4% +$201K ﹤0.01% 1918
2020
Q1 		$5.14M Sell
88,362
-5,106
-5% -$335K ﹤0.01% 1894
2019
Q4 		$6.88M Buy
93,468
+8,834
+10% +$643K ﹤0.01% 2283
2019
Q3 		$5.82M Buy
84,634
+1,745
+2% +$115K ﹤0.01% 2232
2019
Q2 		$5.48M Sell
82,889
-5,200
-6% -$348K ﹤0.01% 2248
2019
Q1 		$6.01M Sell
88,089
-2,908
-3% -$197K ﹤0.01% 2064
2018
Q4 		$5.86M Sell
90,997
-4,791
-5% -$336K ﹤0.01% 2013
2018
Q3 		$7.41M Sell
95,788
-8,651
-8% -$654K ﹤0.01% 2026
2018
Q2 		$8.04M Sell
104,439
-14,848
-12% -$1.2M ﹤0.01% 1925
2018
Q1 		$9.7M Buy
119,287
+3,975
+3% +$325K ﹤0.01% 1710
2017
Q4 		$9.27M Sell
115,312
-1,183
-1% -$92.1K ﹤0.01% 1783
2017
Q3 		$8.74M Sell
116,495
-742
-0.6% -$53.7K ﹤0.01% 1713
2017
Q2 		$8.22M Buy
117,237
+10,740
+10% +$738K ﹤0.01% 1708
2017
Q1 		$7.1M Sell
106,497
-6,266
-6% -$412K ﹤0.01% 1778
2016
Q4 		$6.98M Buy
112,763
+10,845
+11% +$676K ﹤0.01% 1784
2016
Q3 		$6.27M Sell
101,918
-6,408
-6% -$377K ﹤0.01% 1826
2016
Q2 		$6.03M Buy
108,326
+89,447
+474% +$5.02M ﹤0.01% 1784
2016
Q1 		$1.04M Sell
18,879
-38,932
-67% -$2.07M ﹤0.01% 3218
2015
Q4 		$3.27M Buy
57,811
+27,304
+90% +$1.53M ﹤0.01% 2338
2015
Q3 		$1.63M Buy
30,507
+3,135
+11% +$173K ﹤0.01% 2920
2015
Q2 		$1.55M Buy
27,372
+4,457
+19% +$251K ﹤0.01% 3222
2015
Q1 		$1.24M Buy
22,915
+3,392
+17% +$175K ﹤0.01% 3373
2014
Q4 		$947K Buy
+19,523
New +$961K ﹤0.01% 3614

Other funds holding DFJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
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
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
SC
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group's DFJ Position: Q1 2026 in Review

UBS Group increased its WisdomTree Japan SmallCap Dividend Fund (DFJ) stake by 8.4% in Q1 2026, buying an estimated $295K and bringing the position to 36,691 shares worth $3.74M. The position accounts for ﹤0.01% of the portfolio, ranked #4372.

UBS Group first reported a position in DFJ in Q4 2014 and has held it in 46 quarters since. The position peaked at $13.3M in Q4 2021. 82 funds tracked by Wall St. Rank hold DFJ as of Q1 2026.

  • UBS Group held 36,691 shares of WisdomTree Japan SmallCap Dividend Fund worth $3.74M as of Q1 2026.
  • UBS Group bought 2,846 WisdomTree Japan SmallCap Dividend Fund shares in Q1 2026, an estimated $295K.
  • WisdomTree Japan SmallCap Dividend Fund made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4372 holding.
  • UBS Group first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's WisdomTree Japan SmallCap Dividend Fund position peaked at $13.3M in Q4 2021.
  • 82 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.