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Disclosery

DFJ WISDOMTREE TR

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ETF (fund)

62 managers (62 13F filers) reported a position in DFJ shares at 2024-12-31, 1,743,524 shares in all. 9 filers opened a position and 12 filers sold out during the quarter.

Managers
62
13F filers
62
New
9
Added
14
Reduced
13
Sold out
12
Shares held by filers
1,743,524

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 LLC337,623$25.4M<0.01%+4,42613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY240,498$18.1M<0.01%-25,95813F-HR/ATimelineGroup
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …220,736$16.5M0.85%-22,92913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC192,126$14.4M0.01%13F-HR/ATimelineGroup
FLOW TRADERS U.S. LLC107,143$8.05M0.32%new13F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.80,653$6.06M0.02%-83313F-HRTimelineGroup
Barry Investment Advisors, LLC78,691$5.91M1.9%+3,23913F-HRTimeline
SACHEM HILL LLC69,591$5.23M1.09%+1,31513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN62,116$4.67M<0.01%+60,66513F-HRTimelineGroup
SCHWERIN BOYLE CAPITAL MANAGEMENT INC58,470$4.39M0.45%+19,47013F-HRTimeline
HighTower Advisors, LLC48,215$3.62M<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG45,705$3.43M<0.01%-4,16513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC37,540$2.82M<0.01%+10,97913F-HRTimelineGroup
LPL Financial LLC24,182$1.82M<0.01%-2,17813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/19,007$1.43M<0.01%+2,17613F-HRTimelineGroup
CSS LLC/IL19,006$1.43M0.09%+1,00013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA17,257$1.3M<0.01%-1,02413F-HRTimelineGroup
Beacon Pointe Advisors, LLC16,000$1.2M0.01%-1,35013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.10,649$800K<0.01%-1413F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…7,560$568K0.08%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,547$567K<0.01%+4,93413F-HRTimelineGroup
Cornerstone Capital, Inc.6,462$486K0.05%013F-HRTimeline
ROBERTS GLORE & CO INC /IL/5,417$407K0.12%-4813F-HRTimeline
Compound Planning, Inc.5,269$396K0.02%+1,36613F-HRTimeline
Core Wealth Partners LLC3,500$263K0.15%013F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD3,170$238K<0.01%013F-HRTimelineGroup
E&G Advisors, LLC3,011$226K0.06%-3013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,971$223K<0.01%+1,39813F-HRTimeline
Lorne Steinberg Wealth Management Inc.2,706$203K0.06%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,905$143K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,792$135K<0.01%+41013F-HRTimelineGroup
HM PAYSON & CO1,000$75.1K<0.01%013F-HRTimeline
Smithfield Trust Co925$70K<0.01%013F-HRTimeline
COMERICA BANK828$62.2K<0.01%new13F-HR/ATimeline
Hanson & Doremus Investment Management620$47K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.573$43.1K<0.01%-3213F-HR/ATimelineGroup
BLAIR WILLIAM & CO/IL438$32.9K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC412$31K<0.01%013F-HRTimelineGroup
OARSMAN CAPITAL, INC.225$16.9K<0.01%013F-HRTimeline
AE Wealth Management LLC221$16.6K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.219$16.5K<0.01%13F-HRTimeline
CWM, LLCin group CWM, LLC212$16K<0.01%+4513F-HRTimelineGroup
MAI Capital Management202$15.1K<0.01%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC170$12.8K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.153$11.5K<0.01%013F-HRTimelineGroup
TSFG, LLC149$11K<0.01%013F-HRTimeline
Allworth Financial LP121$8.92K<0.01%new13F-HRTimeline
Lindbrook Capital, LLC92$6.91K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd72$5.41K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\71$5.33K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC67$5.03K<0.01%new13F-HRTimeline
Bogart Wealth, LLC62$4.62K<0.01%+113F-HRTimeline
Asset Dedication, LLC50$3.76K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.50$3.76K<0.01%-15013F-HRTimeline
Steward Partners Investment Advisory, L…40$3.01K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC20$1.5K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4$301<0.01%-20013F-HRTimelineGroup
CoreCap Advisors, LLC4$301<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3$225<0.01%013F-HRTimelineGroup
Luminist Capital LLC2$150<0.01%13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$75<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.