Vontobel Holding’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Vontobel Holding’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 Q3	$9.41M	Sell	81,123 -1,057	-1%	-$118K	0.03%	338
2026 Q2	$8.65M	Buy	82,180 +788	+1%	+$83.2K	0.03%	337
2026 Q1	$8.31M	Sell	81,392 -1,051	-1%	-$109K	0.03%	283
2025 Q4	$7.94M	Buy	82,443 +1,820	+2%	+$171K	0.03%	317
2025 Q3	$7.65M	Sell	80,623 -271	-0.3%	-$24.7K	0.02%	305
2025 Q2	$6.93M	Sell	80,894 -816	-1%	-$67K	0.02%	308
2025 Q1	$6.48M	Buy	81,710 +1,057	+1%	+$81.5K	0.02%	272
2024 Q4	$6.06M	Sell	80,653 -833	-1%	-$63.8K	0.02%	287
2024 Q3	$6.57M	Buy	81,486 +976	+1%	+$75.2K	0.02%	279
2024 Q2	$6.05M	Buy	80,510 +197	+0.2%	+$14.8K	0.02%	276
2024 Q1	$6.21M	Sell	80,313 -465	-0.6%	-$35.1K	0.05%	277
2023 Q4	$6.05M	Sell	80,778 -855	-1%	-$59.7K	0.05%	280
2023 Q3	$5.63M	Sell	81,633 -67	-0.1%	-$4.63K	0.05%	277
2023 Q2	$5.44M	Sell	81,700 -928	-1%	-$61.9K	0.05%	283
2023 Q1	$5.52M	Buy	82,628 +5	+0%	+$325	0.05%	273
2022 Q4	$5.22M	Sell	82,623 -1,644	-2%	-$98.1K	0.05%	275
2022 Q3	$4.8M	Buy	+84,267	New	+$5.06M	0.06%	270

Other funds holding DFJ

Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

MCFP

McCarley & Cook Financial Planners Cincinnati, Ohio $132M AUM 16.72% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

EGA

E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return

Owl Creek Wealth Partners Denver, Colorado $355M AUM

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Vontobel Holding's DFJ Position: Q3 2026 in Review

Vontobel Holding reduced its WisdomTree Japan SmallCap Dividend Fund (DFJ) stake by 1.3% in Q3 2026, selling an estimated $118K and leaving 81,123 shares worth $9.41M. The position accounts for 0.03% of the portfolio, ranked #338.

Vontobel Holding first reported a position in DFJ in Q3 2022 and has held it in 17 quarters since. 13 funds tracked by Wall St. Rank hold DFJ as of Q3 2026.

Vontobel Holding held 81,123 shares of WisdomTree Japan SmallCap Dividend Fund worth $9.41M as of Q3 2026.
Vontobel Holding sold 1,057 WisdomTree Japan SmallCap Dividend Fund shares in Q3 2026, an estimated $118K.
WisdomTree Japan SmallCap Dividend Fund made up 0.03% of Vontobel Holding's portfolio in Q3 2026, its #338 holding.
Vontobel Holding first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q3 2022 and has held it in 17 quarters since.
13 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.