Planning Strategies Inc.’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Planning Strategies Inc.’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	$737	Buy	+7	New	+$739	﹤0.01%	794

Other funds holding DFJ

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.11B AUM 38.73% 1-Year Est. Return

Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return

E&G Advisors Houston, Texas $518M AUM 33.05% 1-Year Est. Return

Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

Planning Strategies Inc.'s DFJ Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q2 2026: 7 shares worth $737. The stake represents ﹤0.01% of the portfolio and ranks #794 among its holdings.

24 funds tracked by Wall St. Rank hold DFJ as of Q2 2026.

Planning Strategies Inc. held 7 shares of WisdomTree Japan SmallCap Dividend Fund worth $737 as of Q2 2026.
WisdomTree Japan SmallCap Dividend Fund was a new Planning Strategies Inc. position in Q2 2026.
WisdomTree Japan SmallCap Dividend Fund made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #794 holding.
24 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.