WCFA
DFJ icon

Walkner Condon Financial Advisors’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Walkner Condon Financial Advisors’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 		$231K Sell
2,267
-190
-8% -$19.7K 0.03% 288
2025
Q4 		$237K Buy
2,457
+236
+11% +$22.2K 0.03% 272
2025
Q3 		$211K Buy
+2,221
New +$202K 0.03% 285

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

Walkner Condon Financial Advisors's DFJ Position: Q1 2026 in Review

Walkner Condon Financial Advisors reduced its WisdomTree Japan SmallCap Dividend Fund (DFJ) stake by 7.7% in Q1 2026, selling an estimated $19.7K and leaving 2,267 shares worth $231K. The position accounts for 0.03% of the portfolio, ranked #288.

Walkner Condon Financial Advisors first reported a position in DFJ in Q3 2025 and has held it in 3 quarters since. The position peaked at $237K in Q4 2025. 82 funds tracked by Wall St. Rank hold DFJ as of Q1 2026.

  • Walkner Condon Financial Advisors held 2,267 shares of WisdomTree Japan SmallCap Dividend Fund worth $231K as of Q1 2026.
  • Walkner Condon Financial Advisors sold 190 WisdomTree Japan SmallCap Dividend Fund shares in Q1 2026, an estimated $19.7K.
  • WisdomTree Japan SmallCap Dividend Fund made up 0.03% of Walkner Condon Financial Advisors's portfolio in Q1 2026, its #288 holding.
  • Walkner Condon Financial Advisors first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q3 2025 and has held it in 3 quarters since.
  • Walkner Condon Financial Advisors's WisdomTree Japan SmallCap Dividend Fund position peaked at $237K in Q4 2025.
  • 82 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.