Wisdomtree JPN S/C DVD FundDFJETF

13F holders, Q2 2026 (June 30)
78holders −4
8new positions
11sold out
2famous investors
$105.07avg. 13F price*

At the end of Q2 2026, 78 institutions reported holding Wisdomtree JPN S/C DVD Fund (DFJ) in their 13F filings, down 4 from Q1 2026. 8 opened new positions and 11 sold out. The largest holders were FMR LLC ($41.3M), Raymond James Financial Inc. ($23.0M) and Morgan Stanley ($23.0M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Wisdomtree JPN S/C DVD Fund
CUSIP
97717W836
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 59Q1 2024Q2 2024: 60Q2 2024Q3 2024: 62Q3 2024Q4 2024: 61Q4 2024Q1 2025: 60Q1 2025Q2 2025: 63Q2 2025Q3 2025: 73Q3 2025Q4 2025: 72Q4 2025Q1 2026: 82Q1 2026Q2 2026: 78Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions8$9.2M
Exits11$8.0M

All 13F filers, Q1 2026 → Q2 2026: 155,018 shares bought and 133,885 shares sold, net +21,133 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 78 holders

FMR LLC 0.00% Add +1.5% 392,360 $41.3M
Raymond James Financial Inc. 0.01% Add +3.0% 218,541 $23.0M
Morgan Stanley 0.00% Reduce -9.9% 218,221 $23.0M
Wells Fargo & Company 0.00% Add +9.7% 140,692 $14.8M
Vontobel Holding Ltd. 0.03% Add +1.0% 82,180 $8.7M
Barry Investment Advisors, LLC 1.81% Reduce -3.4% 82,114 $8.6M
Bank of America Corp. 0.00% Add +25.2% 63,543 $6.7M
Sachem Hill LLC 1.03% Reduce -3.5% 54,939 $5.8M
LPL Financial LLC 0.00% Add +7.3% 54,009 $5.7M
Schwerin Boyle Capital Management Inc. 0.68% No change 52,336 $5.5M
Apollon Wealth Management, LLC 0.07% New 51,863 $5.5M
Exchange Traded Concepts, LLC 0.02% Add +4.0% 47,191 $5.0M
HighTower Advisors, LLC 0.00% Reduce -6.2% 41,682 $4.4M
UBS Group AG 0.00% Add +6.4% 39,046 $4.1M
Guardian Partners Inc. 0.26% New 26,900 $2.8M
Sankala Group LLC 1.09% Reduce -57.9% 14,363 $1.6M
Ingalls & Snyder LLC 0.04% Add +423.5% 14,302 $1.5M
Avestar Capital, LLC 0.09% Reduce -9.8% 14,263 $1.5M
CSS LLC 0.20% No change 13,836 $1.5M
Gotham Asset Management 0.00% No change 12,607 $1.3M
Maridea Wealth Management LLC 0.12% Reduce -4.6% 10,820 $1.1M
Royal Bank of Canada 0.00% Add +42.3% 10,268 $1.1M
Arkadios Wealth Advisors 0.01% Add +0.0% 8,991 $947K
Jones Financial Companies LLLP 0.00% Add +13.9% 7,949 $844K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.09% Reduce -1.8% 7,424 $782K
Beacon Pointe Advisors, LLC 0.00% Reduce -6.5% 7,184 $757K
Cetera Investment Advisers 0.00% Reduce -1.2% 7,124 $750K
Coppell Advisory Solutions LLC 0.05% New 10,397 $573K
Roberts Glore & Co. Inc. 0.13% Add +0.0% 5,122 $539K
3EDGE Asset Management, LP 0.02% Reduce -0.3% 4,900 $516K
Cornerstone Capital, Inc. 0.04% Reduce -4.6% 4,162 $438K
Essential Partners LLC 0.19% Add +31.7% 3,888 $409K
AQR Capital Management 0.00% Add +0.2% 3,833 $404K
Core Wealth Partners LLC 0.16% No change 3,500 $369K
Meitav Investment House Ltd. 0.00% No change 3,170 $334K
E&G Advisors, LLC 0.06% No change 2,864 $302K
Marshall Wace, LLP 0.00% New 2,742 $289K
Brown Advisory Inc. 0.00% Add +1.2% 2,456 $259K
Walkner Condon Financial Advisors LLC 0.03% Add +1.9% 2,310 $243K
PNC Financial Services Group, Inc. 0.00% No change 2,015 $212K
Rockefeller Capital Management L.P. 0.00% Reduce -6.4% 1,916 $202K
Owl Creek Wealth Partners LLC 0.05% Add +12.7% 1,768 $186K
O'shaughnessy Asset Management, LLC 0.00% Reduce -39.1% 1,312 $138K
HM Payson & Co. 0.00% No change 1,000 $105K
Smithfield Trust Co 0.00% No change 925 $97K
Northwestern Mutual Wealth Management Co. 0.00% Add +0.6% 838 $88K
Larson Financial Group LLC 0.00% Add +0.8% 637 $67K
Hanson & Doremus Investment Management 0.01% No change 620 $65K
Bessemer Group Inc. 0.00% No change 412 $43K
BlackRock, Inc. 0.00% No change 380 $40K
Osaic Holdings, Inc. 0.00% Add +25.5% 379 $40K
Blair William & Co. 0.00% No change 313 $33K
NBH Bank 0.01% — 250 $26K
National Bank of Canada 0.00% No change 250 $26K
Fifth Third Bancorp 0.00% No change 236 $25K
Dunhill Financial, LLC 0.00% No change 200 $21K
SBI Securities Co., Ltd. 0.00% Reduce -9.6% 180 $19K
NBT Bank, N.A. 0.00% No change 153 $16K
Tsfg, LLC 0.00% Reduce -16.8% 124 $13K
Allworth Financial LP 0.00% No change 122 $13K
Federation des caisses Desjardins du Quebec 0.00% No change 120 $13K
AE Wealth Management LLC 0.00% Reduce -36.8% 110 $12K
Ashton Thomas Private Wealth, LLC 0.00% No change 107 $11K
JPMorgan Chase & Co. 0.00% No change 87 $9K
Farther Finance Advisors, LLC 0.00% No change 85 $9K
Qube Research & Technologies Ltd 0.00% Reduce -4.2% 69 $7K
Bogart Wealth, LLC 0.00% Add +1.6% 64 $7K
Buck Wealth Strategies, LLC 0.00% New 63 $7K
Blueline Advisors LLC 0.00% New 73 $5K
Asset Dedication, LLC 0.00% No change 50 $5K
1620 Investment Advisors, Inc. 0.00% No change 50 $5K
Your Advocates Ltd., LLP 0.00% No change 49 $5K
Ameritas Advisory Services, LLC 0.00% New 42 $4K
Golden State Wealth Management, LLC 0.00% No change 22 $2K
Planning Strategies Inc. 0.00% — 7 $737
CoreCap Advisors, LLC 0.00% No change 4 $421
Luminist Capital LLC 0.00% New 2 $211
Huntington National Bank 0.00% No change 1 $105

"% of holder's portfolio" is DFJ's weight in each manager's 13F, not the share of Wisdomtree JPN S/C DVD Fund the manager owns.