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 Q1	$5K	Buy	+49	New	+$5.08K	﹤0.01%	151

Other funds holding DFJ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Your Advocates Ltd's DFJ Position: Q1 2026 in Review

Your Advocates Ltd opened a new position in WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q1 2026: 49 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #151 among its holdings.

82 funds tracked by Wall St. Rank hold DFJ as of Q1 2026.

Your Advocates Ltd held 49 shares of WisdomTree Japan SmallCap Dividend Fund worth $5K as of Q1 2026.
WisdomTree Japan SmallCap Dividend Fund was a new Your Advocates Ltd position in Q1 2026.
WisdomTree Japan SmallCap Dividend Fund made up ﹤0.01% of Your Advocates Ltd's portfolio in Q1 2026, its #151 holding.
82 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q1 2026.

Based on Your Advocates Ltd's 13F filing for Q1 2026, filed 30 Apr 2026.