WISDOMTREE TR (DXJ)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
404
Reporting holders
$3.4B
Reported value
0.6%
Held as options
+30
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 |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | $524.5M | 3,022,594 | 0.03% | 31q | -2.8%-$15.2M |
| MORGAN STANLEY | $385.4M | 2,221,092 | 0.02% | 35q | +2.5%+$9.2M |
| BANK OF AMERICA CORP /DE/ | $261.8M | 1,508,764 | 0.02% | 31q | +5.0%+$12.5M |
| LPL Financial LLC | $110.1M | 634,359 | 0.02% | 31q | +7.7%+$7.9M |
| BANK OF MONTREAL /CAN/ | $104.3M | 601,307 | 0.03% | 31q | +34182.0%+$104.0M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $93.3M | 537,486 | 0.07% | 18q | -23.5%-$28.7M |
| GOLDMAN SACHS GROUP INC | $83.9M | 483,484 | 0.01% | 31q | +94.9%+$40.9M |
| FMR LLC | $82.9M | 478,042 | 0.00% | 31q | HELD |
| ASSETMARK, INC | $77.7M | 447,642 | 0.13% | 8q | -11.8%-$10.4M |
| MEITAV INVESTMENT HOUSE LTD | $76.7M | 442,091 | 0.52% | 3q | +19.8%+$12.7M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $75.8M | 436,644 | 0.01% | 9q | -4.1%-$3.3M |
| Sixth Street Partners Management Company, L.P. | $75.8M | 436,644 | 0.01% | new | NEW |
| WELLS FARGO & COMPANY/MN | $72.6M | 418,596 | 0.01% | 31q | -47.0%-$64.3M |
| RAYMOND JAMES FINANCIAL INC | $71.8M | 413,663 | 0.02% | 7q | -8.9%-$7.0M |
| UBS Group AG | $64.8M | 373,164 | 0.01% | 31q | +7.1%+$4.3M |
| Mirae Asset Global Investments Co., Ltd. | $56.3M | 324,400 | 0.08% | new | NEW |
| Robinhood Asset Management, LLC | $55.0M | 317,194 | 2.94% | 3q | +18.1%+$8.5M |
| Evercore Wealth Management, LLC | $53.9M | 310,765 | 0.76% | 9q | +1.0%+$545.0K |
| AMERIPRISE FINANCIAL INC | $46.7M | 268,697 | 0.01% | 31q | -43.6%-$36.1M |
| Rice Partnership, LLC | $34.1M | 196,780 | 4.14% | 7q | +2.1%+$714.0K |
| Wealth Enhancement Trust Services, Inc. | $33.8M | 214,648 | 2.00% | 3q | +114.4%+$18.0M |
| ROYAL BANK OF CANADA | $29.0M | 167,404 | 0.00% | 31q | +5.8%+$1.6M |
| POTOMAC FUND MANAGEMENT INC /ADV | $27.7M | 159,700 | 0.70% | 5q | HELD |
| Foundations Investment Advisors, LLC | $27.6M | 158,779 | 0.28% | 13q | +1.7%+$470.6K |
| Allianz Asset Management GmbH | $27.5M | 173,700 | 0.02% | 4q | HELD |
| ELEVATION POINT WEALTH PARTNERS, LLC | $25.0M | 144,188 | 0.46% | 4q | +40.4%+$7.2M |
| Rockefeller Capital Management L.P. | $24.6M | 141,544 | 0.04% | 30q | +2.2%+$529.2K |
| Permanens Capital L.P. | $21.8M | 125,863 | 2.25% | 31q | +426.3%+$17.7M |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | $20.5M | 118,136 | 0.72% | 31q | HELD |
| OSAIC HOLDINGS, INC. | $20.4M | 117,390 | 0.02% | 26q | +67.7%+$8.2M |
| Vestmark Advisory Solutions, Inc. | $20.1M | 116,105 | 0.19% | 6q | +4.3%+$821.4K |
| AlTi Global, Inc. | $19.5M | 112,650 | 0.40% | 11q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $19.1M | 110,309 | 0.00% | 31q | +19.6%+$3.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $17.4M | 2,800 | 0.00% | 31q | -98.6%-$1.2B |
| Bank of New York Mellon Corp | $17.2M | 99,165 | 0.00% | 31q | -6.4%-$1.2M |
| TRUIST FINANCIAL CORP | $16.0M | 92,228 | 0.02% | 13q | +2.0%+$313.6K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $14.6M | 84,019 | 0.01% | 31q | +41.4%+$4.3M |
| JANE STREET GROUP, LLC | $14.2M | 77,817 | 0.00% | 31q | HELD |
| PRECEDENT WEALTH PARTNERS, LLC | $13.2M | 76,074 | 2.20% | 5q | +8.2%+$1.0M |
| Hamilton Capital, LLC | $13.0M | 74,928 | 0.64% | 21q | +1.7%+$221.2K |
| Ocean Park Asset Management, LLC | $13.0M | 74,703 | 0.62% | 3q | +17.2%+$1.9M |
| JBGlobal.com LLC | $12.9M | 74,610 | 11.32% | 7q | -3.3%-$436.6K |
| Almanack Investment Partners, LLC. | $12.0M | 69,389 | 1.53% | 16q | -9.9%-$1.3M |
| BEARING POINT CAPITAL, LLC | $11.6M | 66,925 | 1.57% | 7q | +2.0%+$224.7K |
| Evernest Financial Advisors, LLC | $11.4M | 65,507 | 2.38% | 12q | +3.5%+$388.9K |
| BlackRock, Inc. | $11.1M | 63,785 | 0.00% | 8q | HELD |
| Madrid Financial Services | $10.6M | 61,163 | 5.62% | 4q | +8.6%+$837.8K |
| OPPENHEIMER ASSET MANAGEMENT INC. | $10.6M | 60,935 | 0.11% | 4q | +1.6%+$171.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $10.0M | 57,831 | 0.01% | 31q | -1.6%-$159.8K |
| New Vernon Capital Holdings II LLC | $10.0M | 57,605 | 5.51% | 5q | +23.7%+$1.9M |
| Cetera Investment Advisers | $9.8M | 56,209 | 0.01% | 15q | +29.9%+$2.2M |
| GUARDIAN POINT CAPITAL, LP | $8.7M | 50,000 | 2.67% | new | NEW |
| Corient Private Wealth LP | $8.4M | 48,370 | 0.01% | 12q | +98.5%+$4.2M |
| Gladstone Institutional Advisory LLC | $8.3M | 47,812 | 0.26% | 12q | +5.4%+$423.7K |
| Berkeley, Inc | $7.8M | 45,188 | 2.46% | 5q | +0.7%+$58.3K |
| NewEdge Advisors, LLC | $7.8M | 44,700 | 0.02% | new | NEW |
| Sharper & Granite LLC | $7.7M | 44,588 | 2.40% | 15q | -4.1%-$333.2K |
| Integrated Wealth Concepts LLC | $7.4M | 42,770 | 0.04% | 10q | +102.2%+$3.8M |
| Kestra Advisory Services, LLC | $7.2M | 41,207 | 0.02% | 24q | -1.7%-$120.1K |
| Nvest Wealth Strategies, Inc. | $6.7M | 38,553 | 4.18% | 3q | +2.6%+$172.0K |
| DEUTSCHE BANK AG\ | $6.6M | 38,187 | 0.00% | 34q | HELD |
| BANK OF NOVA SCOTIA | $6.5M | 37,720 | 0.01% | 3q | -42.5%-$4.8M |
| Geneos Wealth Management Inc. | $6.3M | 36,053 | 0.13% | 12q | +0.6%+$34.5K |
| Grey Ledge Advisors, LLC | $6.2M | 35,568 | 1.24% | 8q | -2.4%-$148.5K |
| GLENMEDE TRUST CO NA | $6.0M | 34,682 | 0.03% | 17q | HELD |
| Warner Group LLC | $5.9M | 34,195 | 1.46% | 3q | +214.5%+$4.0M |
| CITIGROUP INC | $5.9M | 34,145 | 0.00% | 31q | -25.0%-$2.0M |
| INTEGRITY ALLIANCE, LLC. | $5.8M | 33,692 | 0.18% | 4q | +4.5%+$254.0K |
| MML INVESTORS SERVICES, LLC | $5.7M | 33,068 | 0.01% | 16q | +18.7%+$903.5K |
| Sequoia Financial Advisors, LLC | $5.6M | 32,528 | 0.03% | 10q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $5.6M | 32,213 | 0.00% | 10q | +6.1%+$320.3K |
| STIFEL FINANCIAL CORP | $5.6M | 32,074 | 0.00% | 13q | +4.7%+$251.8K |
| Curi Capital, LLC | $5.5M | 31,627 | 0.08% | 31q | -11.1%-$688.2K |
| Summit Financial, LLC | $5.4M | 31,049 | 0.06% | 7q | +4.8%+$244.3K |
| Avid Wealth Partners LLC | $5.4M | 30,939 | 2.60% | 11q | -22.9%-$1.6M |
| Baird Financial Group, Inc. | $5.0M | 28,859 | 0.01% | 17q | +0.7%+$34.9K |
| RITHOLTZ WEALTH MANAGEMENT | $4.9M | 28,032 | 0.04% | 31q | +56.2%+$1.7M |
| CITADEL ADVISORS LLC | $4.8M | 19,881 | 0.00% | 31q | +105.3%+$2.5M |
| PARSONS CAPITAL MANAGEMENT INC/RI | $4.8M | 27,511 | 0.22% | 13q | +2.6%+$120.4K |
| SHARPEPOINT LLC | $4.8M | 27,410 | 2.38% | 2q | +8.0%+$352.8K |
| BLAIR WILLIAM & CO/IL | $4.7M | 27,142 | 0.01% | 31q | -26.4%-$1.7M |
| Arete Wealth Advisors, LLC | $4.7M | 26,953 | 0.10% | new | NEW |
| HighTower Advisors, LLC | $4.6M | 26,305 | 0.00% | 22q | +6.7%+$285.6K |
| TWO SIGMA INVESTMENTS, LP | $4.5M | 25,800 | 0.00% | 12q | +20.6%+$763.5K |
| Federation des caisses Desjardins du Quebec | $4.3M | 24,588 | 0.01% | 38q | -0.8%-$36.3K |
| MERCER GLOBAL ADVISORS INC /ADV | $4.2M | 24,445 | 0.00% | 10q | +114.3%+$2.3M |
| PATTEN & PATTEN INC/TN | $3.8M | 21,691 | 0.20% | 6q | +131.3%+$2.1M |
| WESCAP Management Group, Inc. | $3.8M | 21,629 | 0.70% | 16q | HELD |
| E&G Advisors, LLC | $3.6M | 20,810 | 0.70% | 13q | +29.6%+$823.9K |
| XY Planning Network, Inc. | $3.5M | 19,946 | 0.43% | 5q | HELD |
| NorthRock Partners, LLC | $3.4M | 19,567 | 0.05% | 2q | -20.4%-$869.2K |
| HARBOUR INVESTMENTS, INC. | $3.4M | 19,360 | 0.05% | 21q | +1512.0%+$3.2M |
| Karnit Road Accident Victims Compensation Fund | $3.3M | 19,156 | 1.89% | 3q | HELD |
| Atria Investments, Inc | $3.2M | 18,610 | 0.03% | 9q | +20.5%+$548.3K |
| Global View Capital Management LLC | $3.1M | 17,663 | 0.63% | 7q | -1.0%-$31.9K |
| Copia Wealth Management | $3.1M | 17,623 | 1.84% | 7q | +8.2%+$232.9K |
| GREAT VALLEY ADVISOR GROUP, INC. | $2.9M | 16,782 | 0.05% | 3q | +10.1%+$267.4K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2.6M | 15,226 | 0.00% | 3q | -21.8%-$738.7K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $2.6M | 14,945 | 0.01% | 10q | +2.0%+$49.5K |
| MOULTON WEALTH MANAGEMENT, INC | $2.6M | 14,622 | 1.69% | 2q | +24.7%+$509.2K |
Showing the largest 100 of 421 reported holders.
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 | 404 | $3.4B | 19,454,657 | 52 | 134 | 92 | 0.6% |
| Q1 2026 | 374 | $2.9B | 18,393,842 | 66 | 105 | 98 | 0.9% |
| Q4 2025 | 335 | $2.5B | 17,314,413 | 51 | 85 | 89 | 0.4% |
| Q3 2025 | 293 | $1.8B | 13,926,018 | 28 | 79 | 94 | 0.9% |
| Q2 2025 | 301 | $1.5B | 13,331,825 | 28 | 86 | 101 | 0.7% |
| Q1 2025 | 300 | $1.5B | 13,923,751 | 37 | 75 | 96 | 0.6% |
| Q4 2024 | 302 | $2.0B | 18,100,485 | 42 | 90 | 81 | 0.9% |
| Q3 2024 | 266 | $1.9B | 15,479,280 | 33 | 64 | 96 | 11.9% |
| Q2 2024 | 296 | $2.8B | 23,145,855 | 48 | 105 | 57 | 7.2% |
| Q1 2024 | 277 | $3.4B | 29,805,806 | 71 | 94 | 43 | 6.0% |
| Q4 2023 | 229 | $2.1B | 22,177,686 | 25 | 61 | 66 | 5.3% |
| Q3 2023 | 231 | $1.8B | 17,143,737 | 45 | 64 | 47 | 15.1% |
| Q2 2023 | 205 | $1.2B | 13,343,550 | 52 | 61 | 30 | 7.6% |
| Q1 2023 | 162 | $682.9M | 9,331,950 | 20 | 35 | 42 | 3.4% |
| Q4 2022 | 157 | $690.2M | 10,390,105 | 19 | 35 | 41 | 3.2% |
| Q3 2022 | 197 | $964.2M | 15,370,192 | 30 | 42 | 56 | 1.6% |
| Q2 2022 | 202 | $988.2M | 15,672,737 | 39 | 45 | 58 | 1.0% |
| Q1 2022 | 183 | $820.0M | 12,754,524 | 21 | 39 | 45 | 0.4% |
| Q4 2021 | 191 | $853.5M | 12,013,505 | 18 | 47 | 42 | 11.6% |
| Q3 2021 | 186 | $770.4M | 10,680,660 | 26 | 33 | 47 | 12.3% |
| Q2 2021 | 175 | $707.0M | 10,985,894 | 15 | 41 | 45 | 5.0% |
| Q1 2021 | 185 | $540.0M | 8,253,713 | 33 | 34 | 53 | 6.3% |
| Q4 2020 | 164 | $442.2M | 7,683,478 | 15 | 23 | 69 | 5.4% |
| Q3 2020 | 168 | $604.0M | 9,380,268 | 18 | 33 | 48 | 23.9% |
| Q2 2020 | 180 | $484.1M | 9,934,963 | 19 | 23 | 76 | 3.6% |
| Q1 2020 | 200 | $575.9M | 12,895,876 | 27 | 23 | 83 | 5.8% |
| Q4 2019 | 237 | $938.8M | 16,241,484 | 30 | 43 | 87 | 6.9% |
| Q3 2019 | 218 | $1.1B | 17,091,684 | 19 | 37 | 101 | 18.1% |
| Q2 2019 | 237 | $1.2B | 21,713,742 | 21 | 42 | 99 | 12.4% |
| Q1 2019 | 269 | $1.4B | 25,648,194 | 30 | 46 | 100 | 7.9% |
| Q4 2018 | 269 | $1.9B | 34,247,368 | 2 | 3 | 8 | 14.3% |