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 Q2	$243K	Buy	2,310 +43	+2%	+$4.54K	0.03%	298
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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

BIA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SBCM

Schwerin Boyle Capital Management Springfield, Massachusetts $816M AUM 14.79% 1-Year Est. Return

Walkner Condon Financial Advisors's DFJ Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its WisdomTree Japan SmallCap Dividend Fund (DFJ) stake by 1.9% in Q2 2026, buying an estimated $4.54K and bringing the position to 2,310 shares worth $243K. The position accounts for 0.03% of the portfolio, ranked #298.

Walkner Condon Financial Advisors first reported a position in DFJ in Q3 2025 and has held it in 4 quarters since. 78 funds tracked by Wall St. Rank hold DFJ as of Q2 2026.

Walkner Condon Financial Advisors held 2,310 shares of WisdomTree Japan SmallCap Dividend Fund worth $243K as of Q2 2026.
Walkner Condon Financial Advisors bought 43 WisdomTree Japan SmallCap Dividend Fund shares in Q2 2026, an estimated $4.54K.
WisdomTree Japan SmallCap Dividend Fund made up 0.03% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #298 holding.
Walkner Condon Financial Advisors first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q3 2025 and has held it in 4 quarters since.
78 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.