Wisdomtree JPN S/C DVD FundDFJETF
13F holders, Q4 2025 (December 31)72holders −1
2new positions
5sold out
2famous investors
$96.50avg. 13F price*
At the end of Q4 2025, 72 institutions reported holding Wisdomtree JPN S/C DVD Fund (DFJ) in their 13F filings, down 1 from Q3 2025. 2 opened new positions and 5 sold out. The largest holders were FMR LLC ($37.2M), Morgan Stanley ($23.3M) and Raymond James Financial Inc. ($20.2M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $1.8M |
| Exits | 5 | $2.3M |
All 13F filers, Q3 2025 → Q4 2025: 45,871 shares bought and 55,545 shares sold, net −9,674 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 72 holders
| FMR LLC | 0.00% | Add +1.5% | 386,433 | $37.2M |
| Morgan Stanley | 0.00% | Add +1.9% | 241,728 | $23.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -0.4% | 209,895 | $20.2M |
| Wells Fargo & Company | 0.00% | Add +3.4% | 126,103 | $12.1M |
| Motley Fool Wealth Management, LLC | 0.91% | Reduce -16.1% | 122,246 | $11.8M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.1% | 91,199 | $8.8M |
| Barry Investment Advisors, LLC | 1.83% | Reduce -1.2% | 85,115 | $8.2M |
| Vontobel Holding Ltd. | 0.03% | Add +2.3% | 82,443 | $7.9M |
| Schwerin Boyle Capital Management Inc. | 0.62% | No change | 58,470 | $5.6M |
| Sachem Hill LLC | 1.09% | Reduce -1.4% | 58,449 | $5.6M |
| Bank of America Corp. | 0.00% | Add +2.6% | 52,331 | $5.0M |
| LPL Financial LLC | 0.00% | Reduce -1.3% | 50,886 | $4.9M |
| UBS Group AG | 0.00% | Reduce -0.9% | 33,845 | $3.3M |
| Nkcfo LLC | 0.58% | No change | 20,775 | $2.0M |
| Sankala Group LLC | 1.53% | — | 16,951 | $1.9M |
| Citadel Advisors | 0.00% | New | 18,815 | $1.8M |
| CSS LLC | 0.26% | Add +3.8% | 16,146 | $1.6M |
| Avestar Capital, LLC | 0.10% | No change | 15,235 | $1.5M |
| Gotham Asset Management | 0.00% | No change | 12,607 | $1.2M |
| Arkadios Wealth Advisors | 0.02% | Add +0.0% | 8,988 | $866K |
| Maridea Wealth Management LLC | 0.12% | Add +47.9% | 8,484 | $817K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.09% | No change | 7,712 | $743K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -17.9% | 6,284 | $605K |
| Cetera Investment Advisers | 0.00% | Add +126.5% | 5,333 | $514K |
| Roberts Glore & Co. Inc. | 0.13% | Reduce -2.4% | 5,120 | $493K |
| Compound Planning, Inc. | 0.01% | Reduce -16.6% | 5,053 | $487K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -9.5% | 4,977 | $479K |
| Jones Financial Companies LLLP | 0.00% | Add +26.6% | 4,889 | $471K |
| Bank of New York Mellon Corp | 0.00% | Reduce -9.6% | 4,703 | $453K |
| 3EDGE Asset Management, LP | 0.02% | Add +2.9% | 4,671 | $450K |
| Cornerstone Capital, Inc. | 0.04% | No change | 4,362 | $420K |
| Royal Bank of Canada | 0.00% | Add +16.1% | 3,937 | $379K |
| Core Wealth Partners LLC | 0.15% | No change | 3,500 | $337K |
| Coppell Advisory Solutions LLC | 0.03% | Add +16.0% | 3,356 | $325K |
| Meitav Investment House Ltd. | 0.00% | No change | 3,170 | $305K |
| E&G Advisors, LLC | 0.06% | Reduce -2.8% | 2,857 | $275K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.5% | 2,687 | $259K |
| Walkner Condon Financial Advisors LLC | 0.03% | Add +10.6% | 2,457 | $237K |
| Brown Advisory Inc. | 0.00% | Add +8.8% | 2,427 | $234K |
| Essential Partners LLC | 0.07% | Add +6.9% | 2,338 | $225K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,015 | $194K |
| HM Payson & Co. | 0.00% | No change | 1,000 | $96K |
| Smithfield Trust Co | 0.00% | No change | 925 | $89K |
| Larson Financial Group LLC | 0.00% | Reduce -8.1% | 632 | $61K |
| Hanson & Doremus Investment Management | 0.01% | No change | 620 | $60K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +171.5% | 543 | $52K |
| Bessemer Group Inc. | 0.00% | No change | 412 | $40K |
| Blair William & Co. | 0.00% | Reduce -28.5% | 313 | $30K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 265 | $26K |
| National Bank of Canada | 0.00% | Reduce -10.7% | 250 | $24K |
| Cwm, LLC | 0.00% | Add +3.8% | 220 | $21K |
| SBI Securities Co., Ltd. | 0.00% | No change | 213 | $21K |
| Osaic Holdings, Inc. | 0.00% | No change | 202 | $19K |
| AE Wealth Management LLC | 0.00% | Reduce -37.4% | 174 | $17K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 170 | $16K |
| Estate Planners Group, LLC | 0.01% | — | 169 | $16K |
| NBT Bank, N.A. | 0.00% | No change | 153 | $15K |
| Tsfg, LLC | 0.00% | No change | 149 | $14K |
| Allworth Financial LP | 0.00% | Add +0.8% | 122 | $12K |
| Farther Finance Advisors, LLC | 0.00% | Add +427.3% | 116 | $11K |
| JPMorgan Chase & Co. | 0.00% | New | 87 | $8K |
| Qube Research & Technologies Ltd | 0.00% | No change | 72 | $7K |
| Bogart Wealth, LLC | 0.00% | Add +1.6% | 63 | $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% | No change | 22 | $2K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 20 | $2K |
| CoreCap Advisors, LLC | 0.00% | No change | 4 | $385 |
| Luminist Capital LLC | 0.00% | No change | 2 | $193 |
| Huntington National Bank | 0.00% | No change | 1 | $96 |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 1 | $96 |
"% 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.