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Disclosery

DFJ WISDOMTREE TR

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ETF (fund)

73 managers (73 13F filers) reported a position in DFJ shares at 2025-09-30, 1,798,616 shares in all. 15 filers opened a position and 5 filers sold out during the quarter.

Managers
73
13F filers
73
New
15
Added
13
Reduced
14
Sold out
5
Shares held by filers
1,798,616

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC380,886$36.1M<0.01%+31013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY237,105$22.5M<0.01%-16,46413F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC210,721$20M0.01%+4,76913F-HRTimelineGroup
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …145,743$13.8M0.94%-20,18813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN121,959$11.6M<0.01%-4,68713F-HRTimelineGroup
HighTower Advisors, LLC91,335$8.66M0.01%+3,27413F-HRTimeline
Barry Investment Advisors, LLC86,134$8.17M1.88%+1,10913F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.80,623$7.65M0.02%-27113F-HRTimelineGroup
SACHEM HILL LLC59,307$5.62M1.13%-4,43213F-HRTimeline
SCHWERIN BOYLE CAPITAL MANAGEMENT INC58,470$5.54M0.61%013F-HRTimeline
LPL Financial LLC51,578$4.89M<0.01%+13,56413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/51,026$4.84M<0.01%+33,57213F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG34,141$3.24M<0.01%-3,28513F-HRTimelineGroup
NKCFO LLC20,775$1.97M0.59%new13F-HRTimeline
CSS LLC/IL15,556$1.48M0.09%013F-HRTimeline
Avestar Capital, LLC15,235$1.44M0.1%013F-HRTimeline
FLOW TRADERS U.S. LLC14,914$1.41M0.06%new13F-HRTimeline
Gotham Asset Management, LLC12,607$1.2M0.01%+5,79513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,012$855K<0.01%-43,35213F-HRTimelineGroup
Arkadios Wealth Advisors8,984$852K0.02%+113F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…7,712$731K0.09%-4213F-HRTimeline
Beacon Pointe Advisors, LLC7,650$725K0.01%-2,40013F-HRTimeline
Compound Planning, Inc.6,060$575K0.02%-71713F-HRTimeline
Maridea Wealth Management LLC5,738$538K0.08%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,498$521K<0.01%+91513F-HRTimeline
ROBERTS GLORE & CO INC /IL/5,243$497K0.14%-17513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp5,202$493K<0.01%new13F-HRTimelineGroup
3EDGE Asset Management, LP4,540$431K0.02%new13F-HRTimeline
Cornerstone Capital, Inc.4,362$414K0.04%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,861$369K<0.01%+64813F-HRTimelineGroup
Core Wealth Partners LLC3,500$332K0.15%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,392$322K<0.01%+6713F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD3,170$301K<0.01%013F-HRTimelineGroup
E&G Advisors, LLC2,939$279K0.06%013F-HRTimeline
Coppell Advisory Solutions LLC2,893$277K0.03%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,673$253K<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers2,354$223K<0.01%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC2,231$212K<0.01%new13F-HRTimelineGroup
Walkner Condon Financial Advisors LLC2,221$211K0.03%new13F-HRTimeline
Essential Partners LLC2,187$207K0.07%-16713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,015$191K<0.01%013F-HRTimelineGroup
HM PAYSON & CO1,000$94.8K<0.01%013F-HRTimeline
Smithfield Trust Co925$88K<0.01%013F-HRTimeline
Larson Financial Group LLC688$65.2K<0.01%-4113F-HRTimeline
Hanson & Doremus Investment Management620$59K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL438$41.5K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC412$39K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/280$26.5K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC278$26.4K<0.01%+15213F-HRTimeline
Steward Partners Investment Advisory, L…265$25.1K<0.01%+3513F-HRTimeline
SBI Securities Co., Ltd.213$20.2K<0.01%-113F-HRTimeline
CWM, LLCin group CWM, LLC212$20K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.202$19.1K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…200$19K<0.01%new13F-HRTimelineGroup
MAI Capital Management180$17.1K<0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC170$16.1K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.153$14.5K<0.01%013F-HRTimelineGroup
TSFG, LLC149$14K<0.01%013F-HRTimeline
Advisory Services Network, LLC125$11.9K<0.01%new13F-HRTimeline
Allworth Financial LP121$11.5K<0.01%013F-HRTimeline
Wealthspire Advisors, LLC77$7.3K<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd72$6.83K<0.01%013F-HRTimeline
Bogart Wealth, LLC62$5.92K<0.01%013F-HRTimeline
Asset Dedication, LLC50$4.74K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.50$4.74K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…50$4.74K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC22$2.09K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC22$2.09K<0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC20$1.9K<0.01%013F-HRTimeline
CoreCap Advisors, LLC4$379<0.01%013F-HRTimeline
Luminist Capital LLC2$187<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$95<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1$95<0.01%013F-HRTimelineGroup