Wisdomtree JPN S/C DVD FundDFJETF
13F holders, Q1 2025 (March 31)60holders −1
4new positions
5sold out
$79.27avg. 13F price*
At the end of Q1 2025, 60 institutions reported holding Wisdomtree JPN S/C DVD Fund (DFJ) in their 13F filings, down 1 from Q4 2024. 4 opened new positions and 5 sold out. The largest holders were FMR LLC ($26.8M), Morgan Stanley ($20.9M) and Raymond James Financial Inc. ($15.9M).
- Company
- Wisdomtree JPN S/C DVD Fund
- CUSIP
- 97717W836
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $464K |
| Exits | 5 | $9.4M |
All 13F filers, Q4 2024 → Q1 2025: 44,638 shares bought and 185,976 shares sold, net −141,338 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 60 holders
| FMR LLC | 0.00% | Reduce -0.0% | 337,518 | $26.8M |
| Morgan Stanley | 0.00% | Add +9.4% | 263,043 | $20.9M |
| Raymond James Financial Inc. | 0.01% | Add +4.2% | 200,197 | $15.9M |
| Motley Fool Wealth Management, LLC | 0.91% | Reduce -11.8% | 194,699 | $15.4M |
| Vontobel Holding Ltd. | 0.02% | Add +1.3% | 81,710 | $6.5M |
| Barry Investment Advisors, LLC | 1.67% | Add +1.0% | 79,482 | $6.3M |
| Sachem Hill LLC | 1.05% | Reduce -2.7% | 67,705 | $5.4M |
| Wells Fargo & Company | 0.00% | Add +4.5% | 64,882 | $5.1M |
| Schwerin Boyle Capital Management Inc. | 0.48% | No change | 58,470 | $4.6M |
| HighTower Advisors, LLC | 0.01% | Reduce -3.7% | 46,443 | $3.7M |
| Jane Street Group, LLC | 0.01% | Reduce -2.5% | 36,613 | $2.9M |
| UBS Group AG | 0.00% | Reduce -20.5% | 36,327 | $2.9M |
| LPL Financial LLC | 0.00% | Add +1.7% | 24,592 | $1.9M |
| CSS LLC | 0.30% | No change | 19,006 | $1.5M |
| Bank of America Corp. | 0.00% | Reduce -14.4% | 16,267 | $1.3M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -18.1% | 13,100 | $1.0M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.09% | No change | 7,560 | $604K |
| Cornerstone Capital, Inc. | 0.06% | No change | 6,462 | $512K |
| Susquehanna International Group, LLP | 0.00% | New | 5,484 | $435K |
| Compound Planning, Inc. | 0.02% | Add +4.1% | 5,483 | $435K |
| Roberts Glore & Co. Inc. | 0.13% | No change | 5,417 | $429K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +36.0% | 4,040 | $320K |
| Core Wealth Partners LLC | 0.16% | No change | 3,500 | $277K |
| Royal Bank of Canada | 0.00% | Reduce -80.7% | 3,324 | $264K |
| Meitav Investment House Ltd. | 0.00% | No change | 3,170 | $251K |
| E&G Advisors, LLC | 0.07% | Reduce -2.3% | 2,941 | $233K |
| Jones Financial Companies LLLP | 0.00% | Add +58.6% | 2,842 | $227K |
| Lorne Steinberg Wealth Management Inc. | 0.06% | No change | 2,706 | $215K |
| PNC Financial Services Group, Inc. | 0.00% | Add +5.8% | 2,015 | $160K |
| HM Payson & Co. | 0.00% | No change | 1,000 | $79K |
| Smithfield Trust Co | 0.00% | No change | 925 | $73K |
| Comerica Bank | 0.00% | No change | 828 | $66K |
| Larson Financial Group LLC | 0.00% | Add +1013.4% | 746 | $59K |
| Hanson & Doremus Investment Management | 0.01% | No change | 620 | $49K |
| Blair William & Co. | 0.00% | No change | 438 | $35K |
| Bessemer Group Inc. | 0.00% | No change | 412 | $33K |
| National Bank of Canada | 0.00% | New | 280 | $22K |
| Cwm, LLC | 0.00% | No change | 212 | $17K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -2.7% | 213 | $17K |
| MAI Capital Management | 0.00% | No change | 202 | $16K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 170 | $13K |
| NBT Bank, N.A. | 0.00% | No change | 153 | $12K |
| Tsfg, LLC | 0.00% | No change | 149 | $12K |
| AE Wealth Management LLC | 0.00% | Reduce -43.0% | 126 | $10K |
| Allworth Financial LP | 0.00% | No change | 121 | $10K |
| Osaic Holdings, Inc. | 0.00% | Reduce -81.8% | 104 | $8K |
| Qube Research & Technologies Ltd | 0.00% | No change | 72 | $6K |
| US Bancorp \de | 0.00% | No change | 71 | $6K |
| Bogart Wealth, LLC | 0.00% | No change | 62 | $5K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 50 | $4K |
| Asset Dedication, LLC | 0.00% | No change | 50 | $4K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 50 | $4K |
| Smartleaf Asset Management LLC | 0.00% | New | 45 | $4K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 40 | $3K |
| JPMorgan Chase & Co. | 0.00% | Add +425.0% | 21 | $2K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 20 | $2K |
| CoreCap Advisors, LLC | 0.00% | No change | 4 | $317 |
| Luminist Capital LLC | 0.00% | No change | 2 | $158 |
| Huntington National Bank | 0.00% | No change | 1 | $79 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -66.7% | 1 | $79 |
"% 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.