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Disclosery

DFJ WISDOMTREE TR

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ETF (fund)

79 managers (79 13F filers) reported a position in DFJ shares at 2026-06-30, 1,759,139 shares in all. 9 filers opened a position and 13 filers sold out during the quarter.

Managers
79
13F filers
79
New
9
Added
22
Reduced
18
Sold out
13
Shares held by filers
1,759,139

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
FMR LLCin group FMR LLC392,360$41.3M<0.01%+5,77513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC218,541$23M0.01%+6,38013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY218,221$23M<0.01%-24,00813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN140,692$14.8M<0.01%+12,47713F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.82,180$8.65M0.03%+78813F-HRTimelineGroup
Barry Investment Advisors, LLC82,114$8.65M1.81%-2,84813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/63,543$6.69M<0.01%+12,79913F-HRTimelineGroup
SACHEM HILL LLC54,939$5.79M1.03%-2,01713F-HRTimeline
LPL Financial LLC54,009$5.69M<0.01%+3,66213F-HRTimeline
SCHWERIN BOYLE CAPITAL MANAGEMENT INC52,336$5.51M0.68%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC51,863$5.46M0.07%new13F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC47,191$4.97M0.02%+1,80013F-HR/ATimeline
HighTower Advisors, LLC41,682$4.39M<0.01%-2,76413F-HRTimeline
UBS Group AGin group UBS Group AG39,046$4.11M<0.01%+2,35513F-HRTimelineGroup
Guardian Partners Inc.in group GUARDIAN CAPITAL LP26,900$2.83M0.26%new13F-HRTimelineGroup
Sankala Group LLC14,363$1.62M1.08%-19,72613F-HRTimeline
INGALLS & SNYDER LLC14,302$1.51M0.04%+11,57013F-HRTimeline
Avestar Capital, LLC14,263$1.5M0.09%-1,54413F-HRTimeline
CSS LLC/IL13,836$1.46M0.06%013F-HRTimeline
Gotham Asset Management, LLC12,607$1.33M<0.01%013F-HRTimeline
Maridea Wealth Management LLC10,820$1.14M0.12%-51813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA10,268$1.08M<0.01%+3,05413F-HRTimelineGroup
Arkadios Wealth Advisors8,991$947K0.01%+313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,949$844K<0.01%+96913F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…7,424$782K0.09%-13513F-HRTimeline
Beacon Pointe Advisors, LLC7,184$757K<0.01%-50013F-HRTimeline
Cetera Investment Advisers7,124$750K<0.01%-8913F-HRTimeline
Coppell Advisory Solutions LLC10,397$573K0.06%new13F-HRTimeline
ROBERTS GLORE & CO INC /IL/5,122$539K0.13%+213F-HRTimeline
3EDGE Asset Management, LP4,900$516K0.02%-1413F-HRTimeline
Cornerstone Capital, Inc.4,162$438K0.04%-20013F-HRTimeline
Essential Partners LLC3,888$409K0.19%+93513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,833$404K<0.01%+813F-HRTimelineGroup
Core Wealth Partners LLC3,500$369K0.16%013F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD3,170$334K<0.01%013F-HRTimelineGroup
E&G Advisors, LLC2,864$302K0.06%013F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP2,742$289K<0.01%new13F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC2,456$259K<0.01%+2913F-HRTimelineGroup
Walkner Condon Financial Advisors LLC2,310$243K0.03%+4313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,015$212K<0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,916$202K<0.01%-13113F-HRTimelineGroup
Owl Creek Wealth Partners LLC1,768$186K0.05%+19913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,312$138K<0.01%-84313F-HRTimeline
HM PAYSON & CO1,000$105K<0.01%013F-HRTimeline
Smithfield Trust Co925$97K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…838$88.2K<0.01%+513F-HRTimelineGroup
Larson Financial Group LLC637$67.1K<0.01%+513F-HRTimeline
Hanson & Doremus Investment Management620$65K0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC412$43K<0.01%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.380$40K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.379$39.9K<0.01%+7713F-HRTimelineGroup
BLAIR WILLIAM & CO/IL313$33K<0.01%013F-HRTimeline
NBH Bank250$26.3K0.01%13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/250$26.2K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…236$24.9K<0.01%013F-HRTimelineGroup
Dunhill Financial, LLC200$21.1K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.180$19K<0.01%-1913F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.153$16.1K<0.01%013F-HRTimelineGroup
TSFG, LLC124$13K<0.01%-2513F-HRTimeline
Allworth Financial LP122$12.8K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…120$12.6K<0.01%013F-HRTimeline
AE Wealth Management LLC110$11.6K<0.01%-6413F-HRTimeline
Ashton Thomas Private Wealth, LLC107$11.3K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO87$9.2K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC85$8.95K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd69$7.27K<0.01%-313F-HRTimeline
Bogart Wealth, LLC64$6.75K<0.01%+113F-HRTimeline
Buck Wealth Strategies, LLC63$6.62K<0.01%new13F-HRTimeline
BLUELINE ADVISORS LLC73$5.28K<0.01%new13F-HRTimeline
Asset Dedication, LLC50$5.27K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.50$5.26K<0.01%013F-HRTimeline
Your Advocates Ltd., LLP49$5.16K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…42$4.42K<0.01%new13F-HRTimelineGroup
Golden State Wealth Management, LLC22$2.38K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC12$1.26K<0.01%new13F-HRTimeline
Planning Strategies Inc.7$737<0.01%13F-HRTimeline
CoreCap Advisors, LLC4$421<0.01%013F-HRTimeline
Luminist Capital LLC2$211<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$105<0.01%013F-HRTimelineGroup