WisdomTree Trust - DFJ

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$191.1M
QoQ value delta ($000)
+$5.709M (+3.08%)
Implied price effect (QoQ)
+2.3%
Shares
Total shares
1,778,410
QoQ shares delta
+13,475 (+0.76%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (DFJ)

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 25 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
FMR LLC 41,317 392,360 0.0%
RAYMOND JAMES FINANCIAL INC 23,013 218,541 0.01%
MORGAN STANLEY 22,979 218,221 0.0%
WELLS FARGO & COMPANY/MN 14,815 140,692 0.0%
Vontobel Holding Ltd. 9,407 81,123 0.03%
Guardian Partners Inc. 8,315 71,700 0.74%
Barry Investment Advisors, LLC 8,099 69,841 1.55%
BANK OF AMERICA CORP /DE/ 6,691 63,543 0.0%
SACHEM HILL LLC 6,264 54,022 1.1%
LPL Financial LLC 5,687 54,009 0.0%
SCHWERIN BOYLE CAPITAL MANAGEMENT INC 5,511 52,336 0.68%
EXCHANGE TRADED CONCEPTS, LLC 5,483 47,281 0.02%
HighTower Advisors, LLC 4,389 41,682 0.0%
Apollon Wealth Management, LLC 4,325 37,294 0.05%
UBS Group AG 4,111 39,046 0.0%
Avestar Capital, LLC 1,654 14,263 0.13%
Sankala Group LLC 1,624 14,363 1.08%
INGALLS & SNYDER LLC 1,506 14,302 0.04%
CSS LLC/IL 1,457 13,836 0.06%
Gotham Asset Management, LLC 1,327 12,607 0.0%
Maridea Wealth Management LLC 1,139 10,820 0.12%
ROYAL BANK OF CANADA 1,082 10,268 0.0%
Arkadios Wealth Advisors 946 8,991 0.01%
JONES FINANCIAL COMPANIES LLLP 844 7,949 0.0%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 781 7,424 0.09%