Wisdomtree JPN S/C DVD FundDFJETF

13F holders, Q1 2026 (March 31)
82holders +10
15new positions
6sold out
3famous investors
$102.13avg. 13F price*

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

020406080100 Q1 2024: 59Q1 2024Q2 2024: 60Q2 2024Q3 2024: 62Q3 2024Q4 2024: 61Q4 2024Q1 2025: 60Q1 2025Q2 2025: 63Q2 2025Q3 2025: 73Q3 2025Q4 2025: 72Q4 2025Q1 2026: 82Q1 2026Q2 2026: 78Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions15$11.6M
Exits6$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.