Wisdomtree JPN S/C DVD FundDFJETF
13F holders, Q2 2026 (June 30)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
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $9.2M |
| Exits | 11 | $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.