Wisdomtree JPN S/C DVD FundDFJETF
13F holders, Q1 2024 (March 31)59holders
$77.27avg. 13F price*
At the end of Q1 2024, 59 institutions reported holding Wisdomtree JPN S/C DVD Fund (DFJ) in their 13F filings. The largest holders were FMR LLC ($21.6M), Motley Fool Wealth Management, LLC ($21.6M) and Raymond James & Associates ($14.4M).
- Company
- Wisdomtree JPN S/C DVD Fund
- CUSIP
- 97717W836
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $5.6M |
| Exits | 25 | $39.1M |
Ownership 59 holders
| FMR LLC | 0.00% | Add +1.5% | 279,958 | $21.6M |
| Motley Fool Wealth Management, LLC | 1.12% | Reduce -0.7% | 279,690 | $21.6M |
| Raymond James & Associates | 0.01% | Add +5.7% | 186,466 | $14.4M |
| Morgan Stanley | 0.00% | Add +5.5% | 185,264 | $14.3M |
| Vontobel Holding Ltd. | 0.05% | Reduce -0.6% | 80,313 | $6.2M |
| Barry Investment Advisors, LLC | 1.95% | Add +2.6% | 75,683 | $5.9M |
| Sachem Hill LLC | 1.23% | Reduce -5.0% | 67,791 | $5.2M |
| LPL Financial LLC | 0.00% | Add +78.4% | 67,172 | $5.2M |
| Jane Street Group, LLC | 0.01% | Add +228.1% | 63,618 | $4.9M |
| Stifel Financial Corp. | 0.00% | Reduce -0.5% | 27,180 | $2.1M |
| Regency Capital Management Inc.\DE | 1.31% | Add +14.8% | 26,708 | $2.1M |
| UBS Group AG | 0.00% | Reduce -2.8% | 26,263 | $2.0M |
| Nkcfo LLC | 1.13% | No change | 24,550 | $1.9M |
| 3EDGE Asset Management, LP | 0.13% | Reduce -97.8% | 21,033 | $1.6M |
| Royal Bank of Canada | 0.00% | Reduce -3.2% | 19,671 | $1.5M |
| Bank of America Corp. | 0.00% | Reduce -1.9% | 19,217 | $1.5M |
| Wallace Advisory Group, LLC | 1.03% | New | 18,380 | $1.4M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +31.1% | 17,500 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | New | 15,420 | $1.2M |
| Old Mission Capital LLC | 0.03% | New | 15,156 | $1.2M |
| CSS LLC | 0.23% | New | 12,006 | $928K |
| Baird Financial Group, Inc. | 0.00% | Add +2.1% | 10,752 | $831K |
| Hartline Investment Corp./ | 0.09% | New | 6,610 | $511K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.09% | Add +1.5% | 6,610 | $511K |
| Cornerstone Capital, Inc. | 0.05% | Add +7.3% | 6,462 | $500K |
| Roberts Glore & Co. Inc. | 0.13% | Add +0.0% | 5,540 | $428K |
| Mather Group, Llc. | 0.00% | Reduce -16.6% | 4,183 | $313K |
| Paragon Capital Management Ltd | 0.06% | No change | 4,000 | $309K |
| Core Wealth Partners LLC | 0.20% | No change | 3,500 | $271K |
| E&G Advisors, LLC | 0.08% | Reduce -0.6% | 3,191 | $247K |
| Meitav Investment House Ltd. | 0.00% | No change | 3,170 | $245K |
| Foundations Investment Advisors, LLC | 0.01% | New | 2,940 | $227K |
| Wintrust Investments LLC | 0.02% | New | 2,600 | $201K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,905 | $147K |
| Wells Fargo & Company | 0.00% | Reduce -29.9% | 1,451 | $112K |
| HM Payson & Co. | 0.00% | No change | 1,000 | $77K |
| Smithfield Trust Co | 0.00% | Reduce -2.0% | 925 | $72K |
| Osaic Holdings, Inc. | 0.00% | Reduce -75.6% | 666 | $51K |
| Hanson & Doremus Investment Management | 0.01% | No change | 620 | $48K |
| Private Trust Co. NA | 0.00% | Reduce -5.2% | 458 | $35K |
| Global Retirement Partners, LLC | 0.00% | Reduce -5.2% | 458 | $35K |
| Blair William & Co. | 0.00% | No change | 438 | $34K |
| Bessemer Group Inc. | 0.00% | No change | 412 | $32K |
| National Bank of Canada | 0.00% | Reduce -95.0% | 320 | $24K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -65.6% | 215 | $17K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 170 | $13K |
| Cwm, LLC | 0.00% | New | 167 | $13K |
| Tsfg, LLC | 0.00% | No change | 149 | $12K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 100 | $8K |
| Lindbrook Capital, LLC | 0.00% | No change | 92 | $7K |
| Qube Research & Technologies Ltd | 0.00% | Add +1.1% | 91 | $7K |
| Asset Dedication, LLC | 0.00% | Reduce -50.0% | 50 | $4K |
| Jones Financial Companies LLLP | 0.00% | New | 30 | $2K |
| ICA Group Wealth Management, LLC | 0.00% | No change | 19 | $1K |
| JPMorgan Chase & Co. | 0.00% | No change | 15 | $1K |
| CoreCap Advisors, LLC | 0.00% | New | 4 | $309 |
| Sittner & Nelson, LLC | 0.00% | New | 3 | $232 |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 3 | $232 |
| Huntington National Bank | 0.00% | No change | 1 | $77 |
"% 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.