Wisdomtree JPN S/C DVD FundDFJETF
13F holders, Q3 2025 (September 30)73holders +10
15new positions
5sold out
1famous investor
$94.83avg. 13F price*
At the end of Q3 2025, 73 institutions reported holding Wisdomtree JPN S/C DVD Fund (DFJ) in their 13F filings, up 10 from Q2 2025. 15 opened new positions and 5 sold out. The largest holders were FMR LLC ($36.1M), Morgan Stanley ($22.5M) and Raymond James Financial Inc. ($20.0M). One famous investor held it Joel Greenblatt (0.0% of Gotham Asset Management'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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $6.1M |
| Exits | 5 | $2.3M |
All 13F filers, Q2 2025 → Q3 2025: 128,198 shares bought and 122,693 shares sold, net +5,505 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 73 holders
| FMR LLC | 0.00% | Add +0.1% | 380,886 | $36.1M |
| Morgan Stanley | 0.00% | Reduce -6.5% | 237,105 | $22.5M |
| Raymond James Financial Inc. | 0.01% | Add +2.3% | 210,721 | $20.0M |
| Motley Fool Wealth Management, LLC | 0.94% | Reduce -12.2% | 145,743 | $13.8M |
| Wells Fargo & Company | 0.00% | Reduce -3.7% | 121,959 | $11.6M |
| HighTower Advisors, LLC | 0.01% | Add +3.7% | 91,335 | $8.7M |
| Barry Investment Advisors, LLC | 1.88% | Add +1.3% | 86,134 | $8.2M |
| Vontobel Holding Ltd. | 0.02% | Reduce -0.3% | 80,623 | $7.6M |
| Sachem Hill LLC | 1.13% | Reduce -7.0% | 59,307 | $5.6M |
| Schwerin Boyle Capital Management Inc. | 0.61% | No change | 58,470 | $5.5M |
| LPL Financial LLC | 0.00% | Add +35.7% | 51,578 | $4.9M |
| Bank of America Corp. | 0.00% | Add +192.3% | 51,026 | $4.8M |
| UBS Group AG | 0.00% | Reduce -8.8% | 34,141 | $3.2M |
| Nkcfo LLC | 0.59% | New | 20,775 | $2.0M |
| CSS LLC | 0.26% | No change | 15,556 | $1.5M |
| Avestar Capital, LLC | 0.10% | No change | 15,235 | $1.4M |
| Flow Traders U.S. LLC | 0.06% | New | 14,914 | $1.4M |
| Gotham Asset Management | 0.01% | Add +85.1% | 12,607 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -82.8% | 9,012 | $855K |
| Arkadios Wealth Advisors | 0.02% | Add +0.0% | 8,984 | $852K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.09% | Reduce -0.5% | 7,712 | $731K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -23.9% | 7,650 | $725K |
| Compound Planning, Inc. | 0.02% | Reduce -10.6% | 6,060 | $575K |
| Maridea Wealth Management LLC | 0.08% | New | 5,738 | $538K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +20.0% | 5,498 | $521K |
| Roberts Glore & Co. Inc. | 0.14% | Reduce -3.2% | 5,243 | $497K |
| Bank of New York Mellon Corp | 0.00% | New | 5,202 | $493K |
| 3EDGE Asset Management, LP | 0.02% | New | 4,540 | $431K |
| Cornerstone Capital, Inc. | 0.04% | No change | 4,362 | $414K |
| Jones Financial Companies LLLP | 0.00% | Add +20.2% | 3,861 | $369K |
| Core Wealth Partners LLC | 0.15% | No change | 3,500 | $332K |
| Royal Bank of Canada | 0.00% | Add +2.0% | 3,392 | $322K |
| Meitav Investment House Ltd. | 0.00% | No change | 3,170 | $301K |
| E&G Advisors, LLC | 0.06% | No change | 2,939 | $279K |
| Coppell Advisory Solutions LLC | 0.03% | New | 2,893 | $277K |
| Rockefeller Capital Management L.P. | 0.00% | New | 2,673 | $253K |
| Cetera Investment Advisers | 0.00% | New | 2,354 | $223K |
| Brown Advisory Inc. | 0.00% | New | 2,231 | $212K |
| Walkner Condon Financial Advisors LLC | 0.03% | New | 2,221 | $211K |
| Essential Partners LLC | 0.07% | Reduce -7.1% | 2,187 | $207K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,015 | $191K |
| HM Payson & Co. | 0.00% | No change | 1,000 | $95K |
| Smithfield Trust Co | 0.00% | No change | 925 | $88K |
| Larson Financial Group LLC | 0.00% | Reduce -5.6% | 688 | $65K |
| Hanson & Doremus Investment Management | 0.01% | No change | 620 | $59K |
| Blair William & Co. | 0.00% | No change | 438 | $42K |
| Bessemer Group Inc. | 0.00% | No change | 412 | $39K |
| National Bank of Canada | 0.00% | No change | 280 | $26K |
| AE Wealth Management LLC | 0.00% | Add +120.6% | 278 | $26K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +15.2% | 265 | $25K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -0.5% | 213 | $20K |
| Cwm, LLC | 0.00% | No change | 212 | $20K |
| Osaic Holdings, Inc. | 0.00% | No change | 202 | $19K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 200 | $19K |
| MAI Capital Management | 0.00% | No change | 180 | $17K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 170 | $16K |
| NBT Bank, N.A. | 0.00% | No change | 153 | $15K |
| Tsfg, LLC | 0.00% | No change | 149 | $14K |
| Advisory Services Network, LLC | 0.00% | New | 125 | $12K |
| Allworth Financial LP | 0.00% | No change | 121 | $11K |
| Wealthspire Advisors, LLC | 0.00% | New | 77 | $7K |
| Qube Research & Technologies Ltd | 0.00% | No change | 72 | $7K |
| Bogart Wealth, LLC | 0.00% | No change | 62 | $6K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 50 | $5K |
| Asset Dedication, LLC | 0.00% | No change | 50 | $5K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 50 | $5K |
| Golden State Wealth Management, LLC | 0.00% | New | 22 | $2K |
| Farther Finance Advisors, LLC | 0.00% | New | 22 | $2K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 20 | $2K |
| CoreCap Advisors, LLC | 0.00% | No change | 4 | $379 |
| Luminist Capital LLC | 0.00% | No change | 2 | $187 |
| Huntington National Bank | 0.00% | No change | 1 | $95 |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 1 | $95 |
"% 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.