Wisdomtree JPN S/C DVD FundDFJETF
13F holders, Q4 2024 (December 31)61holders −1
9new positions
12sold out
1famous investor
$75.08avg. 13F price*
At the end of Q4 2024, 61 institutions reported holding Wisdomtree JPN S/C DVD Fund (DFJ) in their 13F filings, down 1 from Q3 2024. 9 opened new positions and 12 sold out. The largest holders were FMR LLC ($25.4M), Morgan Stanley ($18.1M) and Motley Fool Wealth Management, LLC ($16.5M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $12.0M |
| Exits | 12 | $4.8M |
All 13F filers, Q3 2024 → Q4 2024: 270,998 shares bought and 117,875 shares sold, net +153,123 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 61 holders
| FMR LLC | 0.00% | Add +1.3% | 337,623 | $25.4M |
| Morgan Stanley | 0.00% | Reduce -9.7% | 240,498 | $18.1M |
| Motley Fool Wealth Management, LLC | 0.85% | Reduce -9.4% | 220,736 | $16.5M |
| Raymond James Financial Inc. | 0.01% | — | 192,126 | $14.4M |
| Flow Traders U.S. LLC | 0.32% | New | 107,143 | $8.1M |
| Vontobel Holding Ltd. | 0.02% | Reduce -1.0% | 80,653 | $6.1M |
| Barry Investment Advisors, LLC | 1.90% | Add +4.3% | 78,691 | $5.9M |
| Sachem Hill LLC | 1.09% | Add +1.9% | 69,591 | $5.2M |
| Wells Fargo & Company | 0.00% | Add +4180.9% | 62,116 | $4.7M |
| Schwerin Boyle Capital Management Inc. | 0.45% | Add +49.9% | 58,470 | $4.4M |
| HighTower Advisors, LLC | 0.01% | New | 48,215 | $3.6M |
| UBS Group AG | 0.00% | Reduce -8.3% | 45,705 | $3.4M |
| Jane Street Group, LLC | 0.00% | Add +41.3% | 37,540 | $2.8M |
| LPL Financial LLC | 0.00% | Reduce -8.3% | 24,182 | $1.8M |
| Bank of America Corp. | 0.00% | Add +12.9% | 19,007 | $1.4M |
| CSS LLC | 0.27% | Add +5.5% | 19,006 | $1.4M |
| Royal Bank of Canada | 0.00% | Reduce -5.6% | 17,257 | $1.3M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -7.8% | 16,000 | $1.2M |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.1% | 10,649 | $800K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.08% | No change | 7,560 | $568K |
| Citadel Advisors | 0.00% | Add +188.8% | 7,547 | $567K |
| Cornerstone Capital, Inc. | 0.05% | No change | 6,462 | $486K |
| Roberts Glore & Co. Inc. | 0.12% | Reduce -0.9% | 5,417 | $407K |
| Compound Planning, Inc. | 0.02% | Add +35.0% | 5,269 | $396K |
| Core Wealth Partners LLC | 0.15% | No change | 3,500 | $263K |
| Meitav Investment House Ltd. | 0.00% | No change | 3,170 | $238K |
| E&G Advisors, LLC | 0.06% | Reduce -1.0% | 3,011 | $226K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +88.9% | 2,971 | $223K |
| Lorne Steinberg Wealth Management Inc. | 0.06% | New | 2,706 | $203K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,905 | $143K |
| Jones Financial Companies LLLP | 0.00% | Add +29.7% | 1,792 | $135K |
| HM Payson & Co. | 0.00% | No change | 1,000 | $75K |
| Smithfield Trust Co | 0.00% | No change | 925 | $70K |
| Comerica Bank | 0.00% | New | 828 | $62K |
| Hanson & Doremus Investment Management | 0.01% | No change | 620 | $47K |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.3% | 573 | $43K |
| Blair William & Co. | 0.00% | No change | 438 | $33K |
| Bessemer Group Inc. | 0.00% | No change | 412 | $31K |
| Oarsman Capital, Inc. | 0.00% | No change | 225 | $17K |
| AE Wealth Management LLC | 0.00% | New | 221 | $17K |
| SBI Securities Co., Ltd. | 0.00% | — | 219 | $16K |
| Cwm, LLC | 0.00% | Add +26.9% | 212 | $16K |
| MAI Capital Management | 0.00% | New | 202 | $15K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 170 | $13K |
| NBT Bank, N.A. | 0.00% | No change | 153 | $11K |
| Tsfg, LLC | 0.00% | No change | 149 | $11K |
| Allworth Financial LP | 0.00% | New | 121 | $9K |
| Lindbrook Capital, LLC | 0.00% | No change | 92 | $7K |
| Qube Research & Technologies Ltd | 0.00% | No change | 72 | $5K |
| US Bancorp \de | 0.00% | New | 71 | $5K |
| Larson Financial Group LLC | 0.00% | New | 67 | $5K |
| Bogart Wealth, LLC | 0.00% | Add +1.6% | 62 | $5K |
| 1620 Investment Advisors, Inc. | 0.00% | Reduce -75.0% | 50 | $4K |
| 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 |
| JPMorgan Chase & Co. | 0.00% | Reduce -98.0% | 4 | $301 |
| CoreCap Advisors, LLC | 0.00% | No change | 4 | $301 |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 3 | $225 |
| Luminist Capital LLC | 0.00% | — | 2 | $150 |
| Huntington National Bank | 0.00% | No change | 1 | $75 |
"% 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.