Wisdomtree JPN S/C DVD FundDFJETF
13F holders, Q2 2025 (June 30)63holders +3
5new positions
3sold out
2famous investors
$85.69avg. 13F price*
At the end of Q2 2025, 63 institutions reported holding Wisdomtree JPN S/C DVD Fund (DFJ) in their 13F filings, up 3 from Q1 2025. 5 opened new positions and 3 sold out. The largest holders were FMR LLC ($32.6M), Morgan Stanley ($21.7M) and Raymond James Financial Inc. ($17.6M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $3.5M |
| Exits | 3 | $73K |
All 13F filers, Q1 2025 → Q2 2025: 264,309 shares bought and 75,738 shares sold, net +188,571 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 63 holders
| FMR LLC | 0.00% | Add +12.8% | 380,576 | $32.6M |
| Morgan Stanley | 0.00% | Reduce -3.6% | 253,569 | $21.7M |
| Raymond James Financial Inc. | 0.01% | Add +2.9% | 205,952 | $17.6M |
| Motley Fool Wealth Management, LLC | 0.86% | Reduce -14.8% | 165,931 | $14.2M |
| Wells Fargo & Company | 0.00% | Add +95.2% | 126,646 | $10.9M |
| HighTower Advisors, LLC | 0.01% | Add +89.6% | 88,061 | $7.5M |
| Barry Investment Advisors, LLC | 1.81% | Add +7.0% | 85,025 | $7.3M |
| Vontobel Holding Ltd. | 0.02% | Reduce -1.0% | 80,894 | $6.9M |
| Sachem Hill LLC | 1.11% | Reduce -5.9% | 63,739 | $5.5M |
| Schwerin Boyle Capital Management Inc. | 0.56% | No change | 58,470 | $5.0M |
| Susquehanna International Group, LLP | 0.01% | Add +854.9% | 52,364 | $4.5M |
| LPL Financial LLC | 0.00% | Add +54.6% | 38,014 | $3.3M |
| UBS Group AG | 0.00% | Add +3.0% | 37,426 | $3.2M |
| Bank of America Corp. | 0.00% | Add +7.3% | 17,454 | $1.5M |
| CSS LLC | 0.25% | Reduce -18.1% | 15,556 | $1.3M |
| Avestar Capital, LLC | 0.10% | New | 15,235 | $1.3M |
| Jane Street Group, LLC | 0.00% | Reduce -63.2% | 13,460 | $1.2M |
| Citadel Advisors | 0.00% | New | 10,205 | $875K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -23.3% | 10,050 | $861K |
| Arkadios Wealth Advisors | 0.02% | New | 8,983 | $770K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.09% | Add +2.6% | 7,754 | $664K |
| Gotham Asset Management | 0.00% | New | 6,812 | $584K |
| Compound Planning, Inc. | 0.02% | Add +23.6% | 6,777 | $581K |
| Roberts Glore & Co. Inc. | 0.14% | Add +0.0% | 5,418 | $464K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +13.4% | 4,583 | $393K |
| Cornerstone Capital, Inc. | 0.04% | Reduce -32.5% | 4,362 | $374K |
| Core Wealth Partners LLC | 0.15% | No change | 3,500 | $300K |
| Royal Bank of Canada | 0.00% | Add +0.0% | 3,325 | $285K |
| Jones Financial Companies LLLP | 0.00% | Add +13.1% | 3,213 | $276K |
| Meitav Investment House Ltd. | 0.00% | No change | 3,170 | $272K |
| E&G Advisors, LLC | 0.07% | Reduce -0.1% | 2,939 | $252K |
| Lorne Steinberg Wealth Management Inc. | 0.06% | No change | 2,706 | $232K |
| Essential Partners LLC | 0.08% | — | 2,354 | $202K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,015 | $173K |
| HM Payson & Co. | 0.00% | No change | 1,000 | $86K |
| Smithfield Trust Co | 0.00% | No change | 925 | $79K |
| Larson Financial Group LLC | 0.00% | Reduce -2.3% | 729 | $62K |
| Hanson & Doremus Investment Management | 0.01% | No change | 620 | $53K |
| Blair William & Co. | 0.00% | No change | 438 | $38K |
| Bessemer Group Inc. | 0.00% | No change | 412 | $35K |
| National Bank of Canada | 0.00% | No change | 280 | $24K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +475.0% | 230 | $20K |
| SBI Securities Co., Ltd. | 0.00% | Add +0.5% | 214 | $18K |
| Cwm, LLC | 0.00% | No change | 212 | $18K |
| Osaic Holdings, Inc. | 0.00% | Add +94.2% | 202 | $17K |
| MAI Capital Management | 0.00% | Reduce -10.9% | 180 | $15K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 170 | $15K |
| NBT Bank, N.A. | 0.00% | No change | 153 | $13K |
| Tsfg, LLC | 0.00% | No change | 149 | $13K |
| AE Wealth Management LLC | 0.00% | No change | 126 | $11K |
| Allworth Financial LP | 0.00% | No change | 121 | $10K |
| Qube Research & Technologies Ltd | 0.00% | No change | 72 | $6K |
| Bogart Wealth, LLC | 0.00% | No change | 62 | $5K |
| Smartleaf Asset Management LLC | 0.00% | Add +28.9% | 58 | $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% | No change | 50 | $4K |
| Ameritas Advisory Services, LLC | 0.00% | New | 42 | $4K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 20 | $2K |
| CoreCap Advisors, LLC | 0.00% | No change | 4 | $343 |
| Luminist Capital LLC | 0.00% | No change | 2 | $172 |
| Huntington National Bank | 0.00% | No change | 1 | $86 |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 1 | $86 |
"% 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.