Your Advocates Ltd’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Your Advocates Ltd’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	$5.16K	Hold	49	–	–	﹤0.01%	149
2026 Q1	$5K	Buy	+49	New	+$5.08K	﹤0.01%	151

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 $478M AUM 23.65% 1-Year Est. Return

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

Schoolcraft Capital Boulder, Colorado $563M AUM 21.42% 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

Your Advocates Ltd's DFJ Position: Q2 2026 in Review

Your Advocates Ltd held its WisdomTree Japan SmallCap Dividend Fund (DFJ) position steady in Q2 2026 at 49 shares worth $5.16K. The position accounts for ﹤0.01% of the portfolio, ranked #149.

Your Advocates Ltd first reported a position in DFJ in Q1 2026 and has held it in 2 quarters since. 79 funds tracked by Wall St. Rank hold DFJ as of Q2 2026.

Your Advocates Ltd held 49 shares of WisdomTree Japan SmallCap Dividend Fund worth $5.16K as of Q2 2026.
Your Advocates Ltd left its WisdomTree Japan SmallCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree Japan SmallCap Dividend Fund made up ﹤0.01% of Your Advocates Ltd's portfolio in Q2 2026, its #149 holding.
Your Advocates Ltd first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q1 2026 and has held it in 2 quarters since.
79 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q2 2026.

Based on Your Advocates Ltd's 13F filing for Q2 2026, filed 5 Aug 2026.