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Disclosery

DFJ WISDOMTREE TR

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ETF (fund)

64 managers (64 13F filers) reported a position in DFJ shares at 2025-06-30, 1,793,111 shares in all. 5 filers opened a position and 3 filers sold out during the quarter.

Managers
64
13F filers
64
New
5
Added
19
Reduced
11
Sold out
3
Shares held by filers
1,793,111

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC380,576$32.6M<0.01%+43,05813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY253,569$21.7M<0.01%-9,47413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC205,952$17.6M0.01%+5,75513F-HRTimelineGroup
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …165,931$14.2M0.86%-28,76813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN126,646$10.9M<0.01%+61,76413F-HRTimelineGroup
HighTower Advisors, LLC88,061$7.55M0.01%+41,61813F-HRTimeline
Barry Investment Advisors, LLC85,025$7.29M1.81%+5,54313F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.80,894$6.93M0.02%-81613F-HRTimelineGroup
SACHEM HILL LLC63,739$5.46M1.11%-3,96613F-HRTimeline
SCHWERIN BOYLE CAPITAL MANAGEMENT INC58,470$5.01M0.56%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…52,364$4.49M0.01%+46,88013F-HRTimelineGroup
LPL Financial LLC38,014$3.26M<0.01%+13,42213F-HRTimeline
UBS Group AGin group UBS Group AG37,426$3.21M<0.01%+1,09913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/17,454$1.5M<0.01%+1,18713F-HRTimelineGroup
CSS LLC/IL15,556$1.33M0.08%-3,45013F-HRTimeline
Avestar Capital, LLC15,235$1.31M0.1%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,460$1.15M<0.01%-23,15313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,205$875K<0.01%new13F-HRTimelineGroup
Beacon Pointe Advisors, LLC10,050$861K0.01%-3,05013F-HRTimeline
Arkadios Wealth Advisors8,983$770K0.02%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…7,754$664K0.09%+19413F-HRTimeline
Gotham Asset Management, LLC6,812$584K<0.01%new13F-HRTimeline
Compound Planning, Inc.6,777$581K0.02%+1,29413F-HRTimeline
ROBERTS GLORE & CO INC /IL/5,418$464K0.14%+113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,583$393K<0.01%+54313F-HRTimeline
Cornerstone Capital, Inc.4,362$374K0.04%-2,10013F-HRTimeline
Core Wealth Partners LLC3,500$300K0.15%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,325$285K<0.01%+113F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,213$276K<0.01%+37113F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD3,170$272K<0.01%013F-HRTimelineGroup
E&G Advisors, LLC2,939$252K0.07%-213F-HRTimeline
Lorne Steinberg Wealth Management Inc.2,706$232K0.06%013F-HRTimeline
Essential Partners LLC2,354$202K0.08%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,015$173K<0.01%013F-HRTimelineGroup
HM PAYSON & CO1,000$85.7K<0.01%013F-HRTimeline
Smithfield Trust Co925$79K<0.01%013F-HRTimeline
Larson Financial Group LLC729$62.5K<0.01%-1713F-HRTimeline
Hanson & Doremus Investment Management620$53K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL438$37.5K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC412$35K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/280$23.9K<0.01%013F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…230$19.7K<0.01%+19013F-HRTimeline
SBI Securities Co., Ltd.214$18.3K<0.01%+113F-HRTimeline
CWM, LLCin group CWM, LLC212$18K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.202$17.3K<0.01%+9813F-HR/ATimelineGroup
MAI Capital Management180$15.4K<0.01%-2213F-HRTimeline
CARDIFF PARK ADVISORS, LLC170$14.6K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.153$13.1K<0.01%013F-HRTimelineGroup
TSFG, LLC149$13K<0.01%013F-HRTimeline
AE Wealth Management LLC126$10.8K<0.01%013F-HRTimeline
Allworth Financial LP121$10.4K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd72$6.17K<0.01%013F-HRTimeline
Bogart Wealth, LLC62$5.34K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC58$4.99K<0.01%+1313F-HRTimeline
Asset Dedication, LLC50$4.29K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.50$4.29K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…50$4.29K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…42$3.6K<0.01%new13F-HRTimelineGroup
Tradewinds Capital Management, LLC20$1.71K<0.01%013F-HRTimeline
CoreCap Advisors, LLC4$343<0.01%013F-HRTimeline
Luminist Capital LLC2$172<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$86<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1$86<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.