Wisdomtree JPN S/C DVD FundDFJETF
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 82 institutions reported holding Wisdomtree JPN S/C DVD Fund (DFJ) in their 13F filings, up 10 from Q4 2025. 15 opened new positions and 6 sold out. The largest holders were FMR LLC ($39.5M), Morgan Stanley ($24.7M) and Raymond James Financial Inc. ($21.7M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $11.6M |
| Exits | 6 | $2.8M |
All 13F filers, Q4 2025 → Q1 2026: 162,529 shares bought and 144,213 shares sold, net +18,316 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 82 holders
| FMR LLC | 0.00% | Add +0.0% | 386,585 | $39.5M |
| Morgan Stanley | 0.00% | Add +0.2% | 242,229 | $24.7M |
| Raymond James Financial Inc. | 0.01% | Add +1.1% | 212,161 | $21.7M |
| Wells Fargo & Company | 0.00% | Add +1.7% | 128,215 | $13.1M |
| Motley Fool Wealth Management, LLC | 1.01% | Reduce -28.2% | 87,789 | $9.0M |
| Barry Investment Advisors, LLC | 1.91% | Reduce -0.2% | 84,962 | $8.7M |
| Vontobel Holding Ltd. | 0.03% | Reduce -1.3% | 81,392 | $8.3M |
| Sachem Hill LLC | 1.13% | Reduce -2.5% | 56,956 | $5.8M |
| Schwerin Boyle Capital Management Inc. | 0.68% | Reduce -10.5% | 52,336 | $5.3M |
| Bank of America Corp. | 0.00% | Reduce -3.0% | 50,744 | $5.2M |
| LPL Financial LLC | 0.00% | Reduce -1.1% | 50,347 | $5.1M |
| Exchange Traded Concepts, LLC | 0.04% | New | 45,391 | $4.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -51.3% | 44,446 | $4.5M |
| Flow Traders U.S. LLC | 0.13% | New | 39,278 | $4.0M |
| UBS Group AG | 0.00% | Add +8.4% | 36,691 | $3.7M |
| Sankala Group LLC | 2.97% | Add +101.1% | 34,089 | $3.6M |
| Avestar Capital, LLC | 0.11% | Add +3.8% | 15,807 | $1.6M |
| Bank of New York Mellon Corp | 0.00% | Add +212.6% | 14,703 | $1.5M |
| CSS LLC | 0.22% | Reduce -14.3% | 13,836 | $1.4M |
| Gotham Asset Management | 0.00% | No change | 12,607 | $1.3M |
| Maridea Wealth Management LLC | 0.17% | Add +33.6% | 11,338 | $1.2M |
| Arkadios Wealth Advisors | 0.02% | No change | 8,988 | $917K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +22.3% | 7,684 | $784K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.09% | Reduce -2.0% | 7,559 | $771K |
| Cetera Investment Advisers | 0.00% | Add +35.3% | 7,213 | $736K |
| Royal Bank of Canada | 0.00% | Add +83.2% | 7,214 | $736K |
| City of London Investment Management Co. Ltd. | 0.05% | New | 7,100 | $725K |
| Jones Financial Companies LLLP | 0.00% | Add +42.8% | 6,980 | $692K |
| Virtu Financial LLC | 0.02% | New | 5,391 | $550K |
| Roberts Glore & Co. Inc. | 0.14% | No change | 5,120 | $523K |
| Jane Street Group, LLC | 0.00% | New | 4,996 | $510K |
| 3EDGE Asset Management, LP | 0.02% | Add +5.2% | 4,914 | $502K |
| Cornerstone Capital, Inc. | 0.04% | No change | 4,362 | $445K |
| Ritholtz Wealth Management | 0.01% | New | 4,055 | $414K |
| AQR Capital Management | 0.00% | New | 3,825 | $390K |
| Core Wealth Partners LLC | 0.17% | No change | 3,500 | $357K |
| Meitav Investment House Ltd. | 0.00% | No change | 3,170 | $324K |
| Essential Partners LLC | 0.10% | Add +26.3% | 2,953 | $301K |
| E&G Advisors, LLC | 0.07% | Add +0.3% | 2,864 | $292K |
| Ingalls & Snyder LLC | 0.01% | New | 2,732 | $279K |
| Citadel Advisors | 0.00% | Reduce -85.5% | 2,728 | $278K |
| Brown Advisory Inc. | 0.00% | No change | 2,427 | $248K |
| Walkner Condon Financial Advisors LLC | 0.03% | Reduce -7.7% | 2,267 | $231K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -56.7% | 2,155 | $220K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -23.8% | 2,047 | $209K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,015 | $206K |
| Owl Creek Wealth Partners LLC | 0.06% | — | 1,569 | $160K |
| HM Payson & Co. | 0.00% | No change | 1,000 | $102K |
| Smithfield Trust Co | 0.00% | No change | 925 | $94K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +53.4% | 833 | $85K |
| Larson Financial Group LLC | 0.00% | No change | 632 | $64K |
| Hanson & Doremus Investment Management | 0.01% | No change | 620 | $63K |
| Bessemer Group Inc. | 0.00% | No change | 412 | $42K |
| BlackRock, Inc. | 0.00% | New | 380 | $39K |
| Blair William & Co. | 0.00% | No change | 313 | $32K |
| Osaic Holdings, Inc. | 0.00% | Add +49.5% | 302 | $31K |
| 2UniFi Bank | 0.01% | New | 250 | $26K |
| National Bank of Canada | 0.00% | No change | 250 | $25K |
| Fifth Third Bancorp | 0.00% | New | 236 | $24K |
| Dunhill Financial, LLC | 0.00% | New | 200 | $20K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -6.6% | 199 | $20K |
| AE Wealth Management LLC | 0.00% | No change | 174 | $18K |
| Cwm, LLC | 0.00% | Reduce -22.3% | 171 | $17K |
| NBT Bank, N.A. | 0.00% | No change | 153 | $16K |
| Tsfg, LLC | 0.00% | No change | 149 | $15K |
| Advisory Services Network, LLC | 0.00% | New | 125 | $13K |
| Allworth Financial LP | 0.00% | No change | 122 | $12K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +140.0% | 120 | $12K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 107 | $11K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -26.7% | 85 | $9K |
| JPMorgan Chase & Co. | 0.00% | No change | 87 | $9K |
| Qube Research & Technologies Ltd | 0.00% | No change | 72 | $7K |
| Bogart Wealth, LLC | 0.00% | No change | 63 | $6K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 50 | $5K |
| Asset Dedication, LLC | 0.00% | No change | 50 | $5K |
| Your Advocates Ltd., LLP | 0.00% | New | 49 | $5K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -84.9% | 40 | $4K |
| 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 | $408 |
| Huntington National Bank | 0.00% | No change | 1 | $102 |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 1 | $102 |
"% 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.