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Disclosery

DFJ WISDOMTREE TR

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ETF (fund)

72 managers (72 13F filers) reported a position in DFJ shares at 2025-12-31, 1,806,062 shares in all. 2 filers opened a position and 5 filers sold out during the quarter.

Managers
72
13F filers
72
New
2
Added
22
Reduced
17
Sold out
5
Shares held by filers
1,806,062

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC386,433$37.2M<0.01%+5,54713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY241,728$23.3M<0.01%+4,62313F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC209,895$20.2M0.01%-82613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN126,103$12.1M<0.01%+4,14413F-HRTimelineGroup
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …122,246$11.8M0.91%-23,49713F-HRTimelineGroup
HighTower Advisors, LLC91,199$8.79M0.01%-13613F-HRTimeline
Barry Investment Advisors, LLC85,115$8.2M1.83%-1,01913F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.82,443$7.94M0.03%+1,82013F-HRTimelineGroup
SCHWERIN BOYLE CAPITAL MANAGEMENT INC58,470$5.63M0.62%013F-HRTimeline
SACHEM HILL LLC58,449$5.63M1.09%-85813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/52,331$5.04M<0.01%+1,30513F-HRTimelineGroup
LPL Financial LLC50,886$4.9M<0.01%-69213F-HRTimeline
UBS Group AGin group UBS Group AG33,845$3.26M<0.01%-29613F-HRTimelineGroup
NKCFO LLC20,775$2M0.58%013F-HRTimeline
Sankala Group LLC16,951$1.91M1.53%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,815$1.81M<0.01%new13F-HRTimelineGroup
CSS LLC/IL16,146$1.56M0.09%+59013F-HRTimeline
Avestar Capital, LLC15,235$1.47M0.1%013F-HRTimeline
Gotham Asset Management, LLC12,607$1.21M<0.01%013F-HRTimeline
Arkadios Wealth Advisors8,988$866K0.02%+413F-HRTimeline
Maridea Wealth Management LLC8,484$817K0.12%+2,74613F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…7,712$743K0.09%013F-HRTimeline
Beacon Pointe Advisors, LLC6,284$605K<0.01%-1,36613F-HRTimeline
Cetera Investment Advisers5,333$514K<0.01%+2,97913F-HRTimeline
ROBERTS GLORE & CO INC /IL/5,120$493K0.13%-12313F-HRTimeline
Compound Planning, Inc.5,053$487K0.01%-1,00713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,977$479K<0.01%-52113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,889$471K<0.01%+1,02813F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp4,703$453K<0.01%-49913F-HRTimelineGroup
3EDGE Asset Management, LP4,671$450K0.02%+13113F-HRTimeline
Cornerstone Capital, Inc.4,362$420K0.04%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,937$379K<0.01%+54513F-HRTimelineGroup
Core Wealth Partners LLC3,500$337K0.15%013F-HRTimeline
Coppell Advisory Solutions LLC3,356$325K0.03%+46313F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD3,170$305K<0.01%013F-HRTimelineGroup
E&G Advisors, LLC2,857$275K0.06%-8213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,687$259K<0.01%+1413F-HR/ATimelineGroup
Walkner Condon Financial Advisors LLC2,457$237K0.03%+23613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC2,427$234K<0.01%+19613F-HRTimelineGroup
Essential Partners LLC2,338$225K0.07%+15113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,015$194K<0.01%013F-HRTimelineGroup
HM PAYSON & CO1,000$96.3K<0.01%013F-HRTimeline
Smithfield Trust Co925$89K<0.01%013F-HRTimeline
Larson Financial Group LLC632$60.9K<0.01%-5613F-HRTimeline
Hanson & Doremus Investment Management620$60K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…543$52.3K<0.01%+34313F-HR/ATimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC412$40K<0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL313$30.2K<0.01%-12513F-HRTimeline
Steward Partners Investment Advisory, L…265$25.5K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/250$24.1K<0.01%-3013F-HRTimelineGroup
CWM, LLCin group CWM, LLC220$21K<0.01%+813F-HRTimelineGroup
SBI Securities Co., Ltd.213$20.5K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.202$19.5K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC174$16.8K<0.01%-10413F-HRTimeline
CARDIFF PARK ADVISORS, LLC170$16.4K<0.01%013F-HRTimeline
Estate Planners Group, LLC169$16.3K0.01%13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.153$14.7K<0.01%013F-HRTimelineGroup
TSFG, LLC149$14K<0.01%013F-HRTimeline
Allworth Financial LP122$11.7K<0.01%+113F-HRTimeline
Farther Finance Advisors, LLC116$11.2K<0.01%+9413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO87$8.38K<0.01%new13F-HRTimelineGroup
Qube Research & Technologies Ltd72$6.94K<0.01%013F-HRTimeline
Bogart Wealth, LLC63$6.1K<0.01%+113F-HRTimeline
Asset Dedication, LLC50$4.82K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.50$4.82K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…50$4.82K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC22$2.15K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC20$1.93K<0.01%013F-HRTimeline
CoreCap Advisors, LLC4$385<0.01%013F-HRTimeline
Luminist Capital LLC2$193<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$96<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1$96<0.01%013F-HRTimelineGroup