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Wealthspire Advisors (New York)’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-77
Closed -$7.3K – 1489
2025
Q3 		$7.3K Buy
+77
New +$7.01K ﹤0.01% 2174

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 $6.59M AUM 15.17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 $31.4B AUM 31.97% 1-Year Est. Return
SBCM
Schwerin Boyle Capital Management Springfield, Massachusetts $816M AUM 14.79% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $563M AUM 21.42% 1-Year Est. Return

Wealthspire Advisors (New York)'s DFJ Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q4 2025, closing a stake of 77 shares — an estimated $7.3K sold.

Wealthspire Advisors (New York) first reported a position in DFJ in Q3 2025 and held it in 1 quarter. The position peaked at $7.3K in Q3 2025. 72 funds tracked by Wall St. Rank hold DFJ as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 77 WisdomTree Japan SmallCap Dividend Fund shares in Q4 2025, an estimated $7.3K.
  • Wealthspire Advisors (New York) first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s WisdomTree Japan SmallCap Dividend Fund position peaked at $7.3K in Q3 2025.
  • 72 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.