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Disclosery

DFJ WISDOMTREE TR

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ETF (fund)

82 managers (82 13F filers) reported a position in DFJ shares at 2026-03-31, 1,825,947 shares in all. 15 filers opened a position and 6 filers sold out during the quarter.

Managers
82
13F filers
82
New
15
Added
19
Reduced
18
Sold out
6
Shares held by filers
1,825,947

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC386,585$39.5M<0.01%+15213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY242,229$24.7M<0.01%+50113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC212,161$21.7M0.01%+2,26613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN128,215$13.1M<0.01%+2,11213F-HR/ATimelineGroup
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …87,789$8.96M1.01%-34,45713F-HRTimelineGroup
Barry Investment Advisors, LLC84,962$8.67M1.91%-15313F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.81,392$8.31M0.03%-1,05113F-HRTimelineGroup
SACHEM HILL LLC56,956$5.81M1.13%-1,49313F-HRTimeline
SCHWERIN BOYLE CAPITAL MANAGEMENT INC52,336$5.34M0.68%-6,13413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/50,744$5.18M<0.01%-1,58713F-HRTimelineGroup
LPL Financial LLC50,347$5.14M<0.01%-53913F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC45,391$4.63M0.04%new13F-HRTimeline
HighTower Advisors, LLC44,446$4.54M<0.01%-46,75313F-HRTimeline
FLOW TRADERS U.S. LLC39,278$4.01M0.13%new13F-HRTimeline
UBS Group AGin group UBS Group AG36,691$3.74M<0.01%+2,84613F-HRTimelineGroup
Sankala Group LLC34,089$3.62M2.96%+17,13813F-HRTimeline
Avestar Capital, LLC15,807$1.61M0.11%+57213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp14,703$1.5M<0.01%+10,00013F-HRTimelineGroup
CSS LLC/IL13,836$1.41M0.08%-2,31013F-HRTimeline
Gotham Asset Management, LLC12,607$1.29M<0.01%013F-HRTimeline
Maridea Wealth Management LLC11,338$1.16M0.17%+2,85413F-HRTimeline
Arkadios Wealth Advisors8,988$917K0.02%013F-HRTimeline
Beacon Pointe Advisors, LLC7,684$784K<0.01%+1,40013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…7,559$771K0.09%-15313F-HRTimeline
Cetera Investment Advisers7,213$736K<0.01%+1,88013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,214$736K<0.01%+3,27713F-HRTimelineGroup
CITY OF LONDON INVESTMENT MANAGEMENT CO…7,100$725K0.05%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,980$692K<0.01%+2,09113F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC5,391$550K0.02%new13F-HRTimelineGroup
ROBERTS GLORE & CO INC /IL/5,120$523K0.14%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,996$510K<0.01%new13F-HRTimelineGroup
3EDGE Asset Management, LP4,914$502K0.02%+24313F-HRTimeline
Cornerstone Capital, Inc.4,362$445K0.04%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT4,055$414K0.01%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,825$390K<0.01%new13F-HRTimelineGroup
Core Wealth Partners LLC3,500$357K0.17%013F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD3,170$324K<0.01%013F-HRTimelineGroup
Essential Partners LLC2,953$301K0.1%+61513F-HRTimeline
E&G Advisors, LLC2,864$292K0.07%+713F-HRTimeline
INGALLS & SNYDER LLC2,732$279K0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC2,728$278K<0.01%-16,08713F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC2,427$248K<0.01%013F-HRTimelineGroup
Walkner Condon Financial Advisors LLC2,267$231K0.03%-19013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,155$220K<0.01%-2,82213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,047$209K<0.01%-64013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,015$206K<0.01%013F-HRTimelineGroup
Owl Creek Wealth Partners LLC1,569$160K0.06%13F-HRTimeline
HM PAYSON & CO1,000$102K<0.01%013F-HRTimeline
Smithfield Trust Co925$94K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…833$85K<0.01%+29013F-HRTimelineGroup
Larson Financial Group LLC632$64.5K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management620$63K0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC412$42K<0.01%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.380$38.8K<0.01%new13F-HRTimelineGroup
BLAIR WILLIAM & CO/IL313$31.9K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.302$30.8K<0.01%+10013F-HRTimelineGroup
2UniFi Bank250$25.5K0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/250$25.4K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…236$24.1K<0.01%new13F-HRTimelineGroup
Dunhill Financial, LLC200$20.4K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.199$20.3K<0.01%-1413F-HRTimeline
AE Wealth Management LLC174$17.8K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC171$17.5K<0.01%-4913F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.153$15.6K<0.01%013F-HRTimelineGroup
TSFG, LLC149$15K<0.01%013F-HRTimeline
Advisory Services Network, LLC125$12.8K<0.01%new13F-HRTimeline
Allworth Financial LP122$12.4K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…120$12.2K<0.01%+7013F-HRTimeline
Ashton Thomas Private Wealth, LLC107$10.9K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC85$8.84K<0.01%-3113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO87$8.58K<0.01%013F-HR/ATimelineGroup
Qube Research & Technologies Ltd72$7.35K<0.01%013F-HRTimeline
Bogart Wealth, LLC63$6.46K<0.01%013F-HRTimeline
Asset Dedication, LLC50$5.1K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.50$5.1K<0.01%013F-HRTimeline
Your Advocates Ltd., LLP49$5K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…40$4.08K<0.01%-22513F-HRTimeline
Golden State Wealth Management, LLC22$2.28K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC20$2.04K<0.01%013F-HRTimeline
CoreCap Advisors, LLC4$408<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$102<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1$102<0.01%013F-HRTimelineGroup