Joel Greenblatt's DFJ Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 12,607 shares of WisdomTree Japan SmallCap Dividend Fund (DFJ) worth $1.21 M, representing 0.00% of the portfolio. First purchased in 2025-Q2, this short-term holding has been held for 3 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in DFJ for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2025, adding 5,795 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's WisdomTree Japan SmallCap Dividend Fund (DFJ) Holding Value Over Time
Track share changes against reported price movement
Quarterly WisdomTree Japan SmallCap Dividend Fund (DFJ) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2025 | +5,795 | Add 85.07% | 12,607 | $94.83 |
| Q2 2025 | +6,812 | New Buy | 6,812 | $85.69 |
Joel Greenblatt's WisdomTree Japan SmallCap Dividend Fund Investment FAQs
Joel Greenblatt first purchased WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q2 2025, acquiring 6,812 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held WisdomTree Japan SmallCap Dividend Fund (DFJ) for 3 quarters since Q2 2025.
Joel Greenblatt's largest addition to WisdomTree Japan SmallCap Dividend Fund (DFJ) was in Q2 2025, adding 6,812 shares worth $583,743.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 12,607 shares of WisdomTree Japan SmallCap Dividend Fund (DFJ), valued at approximately $1.21 M.
As of the Q4 2025 filing, WisdomTree Japan SmallCap Dividend Fund (DFJ) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in WisdomTree Japan SmallCap Dividend Fund (DFJ) was 12,607 shares, as reported at the end of Q3 2025.