WISDOMTREE TR (DFJ)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
75
Reporting holders
$188.1M
Reported value
0.0%
Held as options
-1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| FMR LLC | $41.3M | 392,360 | 0.00% | 29q | +1.5%+$608.1K |
| RAYMOND JAMES FINANCIAL INC | $23.0M | 218,541 | 0.01% | 7q | +3.0%+$671.8K |
| MORGAN STANLEY | $23.0M | 218,221 | 0.00% | 35q | -9.9%-$2.5M |
| WELLS FARGO & COMPANY/MN | $14.8M | 140,692 | 0.00% | 31q | -45.1%-$12.2M |
| EXCHANGE TRADED CONCEPTS, LLC | $9.9M | 94,382 | 0.02% | 2q | +107.9%+$5.2M |
| Vontobel Holding Ltd. | $8.7M | 82,180 | 0.03% | 16q | +1.0%+$83.0K |
| Barry Investment Advisors, LLC | $8.6M | 82,114 | 1.81% | 31q | -3.4%-$299.9K |
| BANK OF AMERICA CORP /DE/ | $6.7M | 63,543 | 0.00% | 31q | +25.2%+$1.3M |
| SACHEM HILL LLC | $5.8M | 54,939 | 1.03% | 27q | -3.5%-$212.4K |
| LPL Financial LLC | $5.7M | 54,009 | 0.00% | 31q | +7.3%+$385.6K |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC | $5.5M | 52,336 | 0.68% | 8q | HELD |
| Apollon Wealth Management, LLC | $5.5M | 51,863 | 0.07% | new | NEW |
| HighTower Advisors, LLC | $4.4M | 41,682 | 0.00% | 7q | -6.2%-$291.1K |
| UBS Group AG | $4.1M | 39,046 | 0.00% | 31q | +6.4%+$248.0K |
| Guardian Partners Inc. | $2.8M | 26,900 | 0.26% | new | NEW |
| Sankala Group LLC | $1.6M | 14,363 | 1.08% | 3q | -57.9%-$2.2M |
| Avestar Capital, LLC | $1.5M | 14,263 | 0.08% | 5q | -9.8%-$162.6K |
| CSS LLC/IL | $1.5M | 13,836 | 0.06% | 10q | HELD |
| Gotham Asset Management, LLC | $1.3M | 12,607 | 0.00% | 5q | HELD |
| Maridea Wealth Management LLC | $1.1M | 10,820 | 0.12% | 4q | -4.6%-$54.5K |
| ROYAL BANK OF CANADA | $1.1M | 10,268 | 0.00% | 31q | +42.3%+$321.8K |
| Arkadios Wealth Advisors | $946.7K | 8,991 | 0.01% | 5q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $844.3K | 7,949 | 0.00% | 10q | +13.9%+$102.9K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $781.8K | 7,424 | 0.09% | 31q | -1.8%-$14.2K |
| Beacon Pointe Advisors, LLC | $756.5K | 7,184 | 0.00% | 11q | -6.5%-$52.7K |
| Cetera Investment Advisers | $750.2K | 7,124 | 0.00% | 4q | -1.2%-$9.4K |
| Coppell Advisory Solutions LLC | $573.2K | 10,397 | 0.05% | new | NEW |
| ROBERTS GLORE & CO INC /IL/ | $539.3K | 5,122 | 0.13% | 31q | HELD |
| 3EDGE Asset Management, LP | $516.0K | 4,900 | 0.02% | 4q | HELD |
| Cornerstone Capital, Inc. | $438.3K | 4,162 | 0.04% | 31q | -4.6%-$21.1K |
| Essential Partners LLC | $409.4K | 3,888 | 0.19% | 5q | +31.7%+$98.5K |
| AQR CAPITAL MANAGEMENT LLC | $403.6K | 3,833 | 0.00% | 2q | HELD |
| Core Wealth Partners LLC | $368.6K | 3,500 | 0.16% | 14q | HELD |
| MEITAV INVESTMENT HOUSE LTD | $333.8K | 3,170 | 0.00% | 15q | HELD |
| E&G Advisors, LLC | $301.6K | 2,864 | 0.06% | 31q | HELD |
| MARSHALL WACE, LLP | $288.8K | 2,742 | 0.00% | new | NEW |
| BROWN ADVISORY INC | $258.6K | 2,456 | 0.00% | 4q | +1.2%+$3.1K |
| Walkner Condon Financial Advisors LLC | $243.3K | 2,310 | 0.03% | 4q | +1.9%+$4.5K |
| PNC Financial Services Group, Inc. | $212.2K | 2,015 | 0.00% | 31q | HELD |
| Rockefeller Capital Management L.P. | $201.8K | 1,916 | 0.00% | 4q | -6.4%-$13.8K |
| Owl Creek Wealth Partners LLC | $186.2K | 1,768 | 0.05% | 2q | +12.7%+$21.0K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $138.2K | 1,312 | 0.00% | 10q | -39.1%-$88.8K |
| HM PAYSON & CO | $105.3K | 1,000 | 0.00% | 29q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $88.2K | 838 | 0.00% | 4q | +0.6% |
| Larson Financial Group LLC | $67.1K | 637 | 0.00% | 7q | +0.8% |
| MERCER GLOBAL ADVISORS INC /ADV | $57.9K | 550 | 0.00% | new | NEW |
| BlackRock, Inc. | $40.0K | 380 | 0.00% | 2q | HELD |
| OSAIC HOLDINGS, INC. | $39.9K | 379 | 0.00% | 26q | +25.5%+$8.1K |
| BLAIR WILLIAM & CO/IL | $33.0K | 313 | 0.00% | 31q | HELD |
| NBH Bank | $26.3K | 250 | 0.01% | new | FIRST |
| NATIONAL BANK OF CANADA /FI/ | $26.2K | 250 | 0.00% | 6q | HELD |
| FIFTH THIRD BANCORP | $24.9K | 236 | 0.00% | 2q | HELD |
| Dunhill Financial, LLC | $21.1K | 200 | 0.00% | 2q | HELD |
| SBI Securities Co., Ltd. | $19.0K | 180 | 0.00% | 7q | -9.5%-$2.0K |
| NBT BANK, N.A. | $16.1K | 153 | 0.00% | 8q | HELD |
| Allworth Financial LP | $12.8K | 122 | 0.00% | 7q | HELD |
| Federation des caisses Desjardins du Quebec | $12.6K | 120 | 0.00% | 6q | HELD |
| AE Wealth Management LLC | $11.6K | 110 | 0.00% | 7q | -36.8%-$6.7K |
| Ashton Thomas Private Wealth, LLC | $11.3K | 107 | 0.00% | 2q | HELD |
| JPMORGAN CHASE & CO | $9.2K | 87 | 0.00% | 3q | HELD |
| Farther Finance Advisors, LLC | $9.0K | 85 | 0.00% | 4q | HELD |
| Qube Research & Technologies Ltd | $7.3K | 69 | 0.00% | 20q | -4.2% |
| Bogart Wealth, LLC | $6.7K | 64 | 0.00% | 9q | +1.6% |
| Buck Wealth Strategies, LLC | $6.6K | 63 | 0.00% | new | NEW |
| BLUELINE ADVISORS LLC | $5.3K | 73 | 0.00% | new | NEW |
| Asset Dedication, LLC | $5.3K | 50 | 0.00% | 31q | HELD |
| 1620 INVESTMENT ADVISORS, INC. | $5.3K | 50 | 0.00% | 9q | HELD |
| Your Advocates Ltd., LLP | $5.2K | 49 | 0.00% | 2q | HELD |
| Ameritas Advisory Services, LLC | $4.4K | 42 | 0.00% | new | NEW |
| Golden State Wealth Management, LLC | $2.4K | 22 | 0.00% | 4q | HELD |
| INGALLS & SNYDER LLC | $1.5K | 14,302 | 0.04% | 2q | +423.5%+$1.2K |
| Integrated Wealth Concepts LLC | $1.3K | 12 | 0.00% | new | NEW |
| Planning Strategies Inc. | $737 | 7 | 0.00% | new | FIRST |
| CoreCap Advisors, LLC | $421 | 4 | 0.00% | 10q | HELD |
| Luminist Capital LLC | $211 | 2 | 0.00% | new | NEW |
| HUNTINGTON NATIONAL BANK | $105 | 1 | 0.00% | 15q | HELD |
| Smithfield Trust Co | $97 | 925 | 0.00% | 31q | HELD |
| Hanson & Doremus Investment Management | $65 | 620 | 0.01% | 31q | HELD |
| BESSEMER GROUP INC | $43 | 412 | 0.00% | 11q | HELD |
| TSFG, LLC | $13 | 124 | 0.00% | 30q | -16.8% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 75 | $188.1M | 1,790,497 | 10 | 17 | 17 | 0.0% |
| Q1 2026 | 76 | $194.6M | 1,905,522 | 13 | 16 | 17 | 0.0% |
| Q4 2025 | 66 | $172.1M | 1,782,961 | 2 | 20 | 15 | 0.0% |
| Q3 2025 | 66 | $167.0M | 1,760,609 | 13 | 10 | 13 | 0.0% |
| Q2 2025 | 58 | $153.7M | 1,794,118 | 5 | 17 | 10 | 0.0% |
| Q1 2025 | 55 | $126.8M | 1,599,868 | 4 | 12 | 13 | 0.0% |
| Q4 2024 | 55 | $122.7M | 1,634,063 | 8 | 13 | 12 | 0.0% |
| Q3 2024 | 56 | $126.1M | 1,559,371 | 7 | 11 | 13 | 0.2% |
| Q2 2024 | 52 | $106.6M | 1,419,467 | 9 | 6 | 17 | 0.0% |
| Q1 2024 | 52 | $149.9M | 1,939,429 | 10 | 12 | 15 | 0.0% |
| Q4 2023 | 62 | $219.5M | 2,931,302 | 21 | 10 | 12 | 0.0% |
| Q3 2023 | 43 | $100.6M | 1,460,806 | 5 | 10 | 10 | 0.0% |
| Q2 2023 | 39 | $94.7M | 1,422,273 | 4 | 9 | 18 | 0.0% |
| Q1 2023 | 41 | $112.7M | 1,686,479 | 6 | 10 | 10 | 0.0% |
| Q4 2022 | 40 | $91.4M | 1,446,629 | 10 | 9 | 11 | 0.0% |
| Q3 2022 | 40 | $64.6M | 1,134,831 | 5 | 10 | 9 | 0.0% |
| Q2 2022 | 38 | $68.7M | 1,159,078 | 3 | 7 | 11 | 0.0% |
| Q1 2022 | 47 | $77.3M | 1,173,985 | 6 | 7 | 14 | 0.0% |
| Q4 2021 | 49 | $79.7M | 1,116,430 | 6 | 10 | 11 | 0.0% |
| Q3 2021 | 50 | $88.3M | 1,148,426 | 7 | 12 | 11 | 0.0% |
| Q2 2021 | 52 | $87.9M | 1,185,118 | 9 | 11 | 11 | 0.0% |
| Q1 2021 | 46 | $66.0M | 865,775 | 7 | 11 | 12 | 0.0% |
| Q4 2020 | 44 | $62.4M | 860,751 | 3 | 15 | 7 | 0.0% |
| Q3 2020 | 45 | $49.9M | 713,016 | 4 | 8 | 12 | 0.0% |
| Q2 2020 | 49 | $48.8M | 762,620 | 7 | 8 | 17 | 0.0% |
| Q1 2020 | 51 | $53.3M | 916,844 | 6 | 7 | 20 | 0.0% |
| Q4 2019 | 64 | $70.4M | 969,799 | 6 | 13 | 12 | 0.0% |
| Q3 2019 | 66 | $65.3M | 950,204 | 7 | 9 | 23 | 0.0% |
| Q2 2019 | 66 | $110.2M | 1,667,504 | 11 | 12 | 22 | 0.0% |
| Q1 2019 | 72 | $148.2M | 2,172,606 | 7 | 11 | 26 | 0.0% |
| Q4 2018 | 92 | $247.6M | 3,845,702 | 2 | 1 | 2 | 0.0% |