Your Advocates Ltd
DFJ icon

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
Q3 		$8.82K Buy
76
+27
+55% +$3.01K ﹤0.01% 130
2026
Q2 		$5.16K Hold
49
– – ﹤0.01% 149
2026
Q1 		$5K Buy
+49
New +$5.08K ﹤0.01% 151

Other funds holding DFJ

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Guardian Partners
Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return
Barry Investment Advisors
Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Schoolcraft Capital
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Avestar Capital
Avestar Capital New York $1.27B AUM 25.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
MCFP
McCarley & Cook Financial Planners Cincinnati, Ohio $132M AUM 16.72% 1-Year Est. Return

Your Advocates Ltd's DFJ Position: Q3 2026 in Review

Your Advocates Ltd increased its WisdomTree Japan SmallCap Dividend Fund (DFJ) stake by 55% in Q3 2026, buying an estimated $3.01K and bringing the position to 76 shares worth $8.82K. The position accounts for ﹤0.01% of the portfolio, ranked #130.

Your Advocates Ltd first reported a position in DFJ in Q1 2026 and has held it in 3 quarters since. 33 funds tracked by Wall St. Rank hold DFJ as of Q3 2026.

  • Your Advocates Ltd held 76 shares of WisdomTree Japan SmallCap Dividend Fund worth $8.82K as of Q3 2026.
  • Your Advocates Ltd bought 27 WisdomTree Japan SmallCap Dividend Fund shares in Q3 2026, an estimated $3.01K.
  • WisdomTree Japan SmallCap Dividend Fund made up ﹤0.01% of Your Advocates Ltd's portfolio in Q3 2026, its #130 holding.
  • Your Advocates Ltd first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q1 2026 and has held it in 3 quarters since.
  • 33 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q3 2026.

Based on Your Advocates Ltd's 13F filing for Q3 2026, filed 3 Nov 2026.