Wisdomtree JPN S/C DVD FundDFJETF
13F holders, Q3 2024 (September 30)62holders +2
7new positions
5sold out
1famous investor
$80.66avg. 13F price*
At the end of Q3 2024, 62 institutions reported holding Wisdomtree JPN S/C DVD Fund (DFJ) in their 13F filings, up 2 from Q2 2024. 7 opened new positions and 5 sold out. The largest holders were FMR LLC ($26.9M), Morgan Stanley ($21.5M) and Motley Fool Wealth Management, LLC ($19.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $3.9M |
| Exits | 5 | $1.5M |
All 13F filers, Q2 2024 → Q3 2024: 193,864 shares bought and 67,049 shares sold, net +126,815 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 62 holders
| FMR LLC | 0.00% | Add +18.6% | 333,197 | $26.9M |
| Morgan Stanley | 0.00% | Add +25.9% | 266,456 | $21.5M |
| Motley Fool Wealth Management, LLC | 0.99% | Reduce -9.3% | 243,665 | $19.7M |
| Raymond James & Associates | 0.01% | Add +1.5% | 188,196 | $15.2M |
| Vontobel Holding Ltd. | 0.02% | Add +1.2% | 81,486 | $6.6M |
| Barry Investment Advisors, LLC | 1.86% | Add +0.9% | 75,452 | $6.1M |
| Sachem Hill LLC | 1.12% | Reduce -4.6% | 68,276 | $5.5M |
| UBS Group AG | 0.00% | Add +95.5% | 49,870 | $4.0M |
| Schwerin Boyle Capital Management Inc. | 0.33% | New | 39,000 | $3.1M |
| Jane Street Group, LLC | 0.00% | Reduce -23.9% | 26,561 | $2.1M |
| LPL Financial LLC | 0.00% | Reduce -1.6% | 26,360 | $2.1M |
| Nkcfo LLC | 0.95% | No change | 24,550 | $2.0M |
| Royal Bank of Canada | 0.00% | Reduce -15.9% | 18,281 | $1.5M |
| CSS LLC | 0.26% | Add +50.0% | 18,006 | $1.5M |
| Beacon Pointe Advisors, LLC | 0.02% | No change | 17,350 | $1.4M |
| Bank of America Corp. | 0.00% | Reduce -6.0% | 16,831 | $1.4M |
| 3EDGE Asset Management, LP | 0.09% | Add +0.4% | 15,737 | $1.3M |
| Baird Financial Group, Inc. | 0.00% | Add +0.3% | 10,663 | $860K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.09% | Add +9.4% | 7,560 | $610K |
| Susquehanna International Group, LLP | 0.00% | Reduce -37.0% | 6,558 | $529K |
| Cornerstone Capital, Inc. | 0.05% | No change | 6,462 | $521K |
| Roberts Glore & Co. Inc. | 0.13% | Reduce -1.4% | 5,465 | $441K |
| Compound Planning, Inc. | 0.02% | New | 3,903 | $315K |
| Core Wealth Partners LLC | 0.17% | No change | 3,500 | $282K |
| Meitav Investment House Ltd. | 0.00% | No change | 3,170 | $256K |
| E&G Advisors, LLC | 0.07% | Reduce -1.3% | 3,041 | $245K |
| Paragon Capital Management Ltd | 0.04% | Reduce -30.3% | 2,788 | $225K |
| Townsquare Capital LLC | 0.00% | Reduce -2.1% | 2,783 | $224K |
| Brown Advisory Inc. | 0.00% | New | 2,770 | $223K |
| Cresset Asset Management, LLC | 0.00% | No change | 2,764 | $223K |
| Citadel Advisors | 0.00% | New | 2,613 | $211K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,905 | $154K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +1473.0% | 1,573 | $123K |
| Wells Fargo & Company | 0.00% | Reduce -1.2% | 1,451 | $117K |
| Jones Financial Companies LLLP | 0.00% | Add +81.6% | 1,382 | $111K |
| HM Payson & Co. | 0.00% | No change | 1,000 | $81K |
| Smithfield Trust Co | 0.00% | No change | 925 | $75K |
| Hanson & Doremus Investment Management | 0.01% | No change | 620 | $50K |
| Osaic Holdings, Inc. | 0.00% | Reduce -28.8% | 605 | $49K |
| Blair William & Co. | 0.00% | No change | 438 | $35K |
| Bessemer Group Inc. | 0.00% | No change | 412 | $33K |
| Wintrust Investments LLC | 0.02% | New | 260 | $21K |
| NorthRock Partners, LLC | 0.00% | No change | 250 | $20K |
| Private Trust Co. NA | 0.00% | No change | 242 | $20K |
| Global Retirement Partners, LLC | 0.00% | No change | 242 | $20K |
| Oarsman Capital, Inc. | 0.00% | New | 225 | $18K |
| JPMorgan Chase & Co. | 0.00% | Add +1260.0% | 204 | $16K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 200 | $16K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 170 | $14K |
| Cwm, LLC | 0.00% | No change | 167 | $13K |
| NBT Bank, N.A. | 0.00% | New | 153 | $12K |
| Tsfg, LLC | 0.00% | No change | 149 | $12K |
| Lindbrook Capital, LLC | 0.00% | No change | 92 | $7K |
| Qube Research & Technologies Ltd | 0.00% | No change | 72 | $6K |
| Bogart Wealth, LLC | 0.00% | No change | 61 | $5K |
| Asset Dedication, LLC | 0.00% | No change | 50 | $4K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 40 | $3K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 20 | $2K |
| Toth Financial Advisory Corp. | 0.00% | No change | 20 | $2K |
| CoreCap Advisors, LLC | 0.00% | No change | 4 | $323 |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 3 | $242 |
| Huntington National Bank | 0.00% | No change | 1 | $81 |
"% 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.