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Disclosery

DFJ WISDOMTREE TR

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ETF (fund)

61 managers (61 13F filers) reported a position in DFJ shares at 2025-03-31, 1,602,186 shares in all. 4 filers opened a position and 5 filers sold out during the quarter.

Managers
61
13F filers
61
New
4
Added
12
Reduced
14
Sold out
5
Shares held by filers
1,602,186

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC337,518$26.8M<0.01%-10513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY263,043$20.9M<0.01%+22,54513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC200,197$15.9M0.01%+8,07113F-HRTimelineGroup
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …194,699$15.4M0.91%-26,03713F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.81,710$6.48M0.02%+1,05713F-HRTimelineGroup
Barry Investment Advisors, LLC79,482$6.3M1.67%+79113F-HRTimeline
SACHEM HILL LLC67,705$5.37M1.05%-1,88613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN64,882$5.14M<0.01%+2,76613F-HRTimelineGroup
SCHWERIN BOYLE CAPITAL MANAGEMENT INC58,470$4.63M0.48%013F-HRTimeline
HighTower Advisors, LLC46,443$3.68M<0.01%-1,77213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC36,613$2.9M0.01%-92713F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG36,327$2.88M<0.01%-9,37813F-HRTimelineGroup
LPL Financial LLC24,592$1.95M<0.01%+41013F-HRTimeline
CSS LLC/IL19,006$1.51M0.11%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/16,267$1.29M<0.01%-2,74013F-HRTimelineGroup
Beacon Pointe Advisors, LLC13,100$1.04M0.01%-2,90013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…7,560$604K0.09%013F-HRTimeline
Cornerstone Capital, Inc.6,462$512K0.06%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,484$435K<0.01%new13F-HRTimelineGroup
Compound Planning, Inc.5,483$435K0.02%+21413F-HRTimeline
ROBERTS GLORE & CO INC /IL/5,417$429K0.13%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,040$320K<0.01%+1,06913F-HRTimeline
Core Wealth Partners LLC3,500$277K0.16%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,324$264K<0.01%-13,93313F-HR/ATimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD3,170$251K<0.01%013F-HRTimelineGroup
E&G Advisors, LLC2,941$233K0.07%-7013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,842$227K<0.01%+1,05013F-HR/ATimelineGroup
Lorne Steinberg Wealth Management Inc.2,706$215K0.06%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,015$160K<0.01%+11013F-HRTimelineGroup
HM PAYSON & CO1,000$79.3K<0.01%013F-HRTimeline
Smithfield Trust Co925$73K<0.01%013F-HRTimeline
COMERICA BANK828$65.6K<0.01%013F-HRTimeline
Larson Financial Group LLC746$59.1K<0.01%+67913F-HRTimeline
Hanson & Doremus Investment Management620$49K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL438$34.7K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC412$33K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/280$22.2K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC212$17K<0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.213$16.9K<0.01%-613F-HRTimeline
MAI Capital Management202$16K<0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC170$13.5K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.153$12.1K<0.01%013F-HRTimelineGroup
TSFG, LLC149$12K<0.01%013F-HRTimeline
AE Wealth Management LLC126$9.99K<0.01%-9513F-HRTimeline
Allworth Financial LP121$9.88K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.104$8.24K<0.01%-46913F-HRTimelineGroup
Qube Research & Technologies Ltd72$5.71K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\71$5.63K<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC62$4.88K<0.01%013F-HRTimeline
Asset Dedication, LLC50$3.96K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.50$3.96K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…50$3.96K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC45$3.59K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…40$3.17K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO21$1.67K<0.01%+1713F-HRTimelineGroup
Tradewinds Capital Management, LLC20$1.59K<0.01%013F-HRTimeline
CoreCap Advisors, LLC4$317<0.01%013F-HRTimeline
Luminist Capital LLC2$158<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$79<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1$79<0.01%-213F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.