WisdomTree Trust - DFJ
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | Added to | 386,433 | 37,228 | 0.0% | 0.0% | 1 | +5,547 | 1.46% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 241,728 | 23,288 | 0.0% | 0.0% | 2 | +4,623 | 1.95% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 209,895 | 20,221 | 0.01% | 0.01% | 3 | -826 | -0.39% | Q4 2025 | Feb 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 126,103 | 12,148 | 0.0% | 0.0% | 4 | +4,144 | 3.4% | Q4 2025 | Feb 13, 2026 |
| Motley Fool Wealth Management, LLC | History | Reduced | 122,246 | 11,777 | 0.91% | 0.94% | 5 | -23,497 | -16.12% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 91,199 | 8,786 | 0.01% | 0.01% | 6 | -136 | -0.15% | Q4 2025 | Feb 06, 2026 |
| Barry Investment Advisors, LLC | History | Reduced | 85,115 | 8,199 | 1.83% | 1.88% | 7 | -1,019 | -1.18% | Q4 2025 | Feb 09, 2026 |
| Vontobel Holding Ltd. | History | Added to | 82,443 | 7,942 | 0.03% | 0.02% | 8 | +1,820 | 2.26% | Q4 2025 | Feb 13, 2026 |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC | History | No change | 58,470 | 5,633 | 0.62% | 0.61% | 9 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SACHEM HILL LLC | History | Reduced | 58,449 | 5,630 | 1.09% | 1.12% | 10 | -858 | -1.45% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 52,331 | 5,041 | 0.0% | 0.0% | 11 | +1,305 | 2.56% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 50,886 | 4,902 | 0.0% | 0.0% | 12 | -692 | -1.34% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Reduced | 33,845 | 3,260 | 0.0% | 0.0% | 13 | -296 | -0.87% | Q4 2025 | Jan 29, 2026 |
| NKCFO LLC | History | No change | 20,775 | 2,001 | 0.58% | 0.59% | 14 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Sankala Group LLC | History | New | 16,951 | 1,913 | 1.53% | — | 15 | +16,951 | New | Q4 2025 | Mar 02, 2026 |
| CITADEL ADVISORS LLC | History | New | 18,815 | 1,812 | 0.0% | — | 16 | +18,815 | New | Q4 2025 | Feb 17, 2026 |
| CSS LLC/IL | History | Added to | 16,146 | 1,555 | 0.07% | 0.07% | 17 | +590 | 3.79% | Q4 2025 | Feb 17, 2026 |
| Avestar Capital, LLC | History | No change | 15,235 | 1,467 | 0.1% | 0.09% | 18 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Gotham Asset Management, LLC | History | No change | 12,607 | 1,214 | 0.0% | 0.01% | 19 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Arkadios Wealth Advisors | History | Added to | 8,988 | 865 | 0.02% | 0.02% | 20 | +4 | 0.04% | Q4 2025 | Feb 13, 2026 |
| Maridea Wealth Management LLC | History | Added to | 8,484 | 817 | 0.12% | 0.08% | 21 | +2,746 | 47.86% | Q4 2025 | Jan 08, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 7,712 | 742 | 0.09% | 0.09% | 22 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 6,284 | 605 | 0.0% | 0.01% | 23 | -1,366 | -17.86% | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | History | Added to | 5,333 | 513 | 0.0% | 0.0% | 24 | +2,979 | 126.55% | Q4 2025 | Feb 17, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Reduced | 5,120 | 493 | 0.13% | 0.14% | 25 | -123 | -2.35% | Q4 2025 | Feb 05, 2026 |
| Compound Planning, Inc. | History | Reduced | 5,053 | 486 | 0.01% | 0.02% | 26 | -1,007 | -16.62% | Q4 2025 | Feb 19, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 4,977 | 479 | 0.0% | 0.0% | 27 | -521 | -9.48% | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 4,889 | 471 | 0.0% | 0.0% | 28 | +1,028 | 26.63% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 4,703 | 453 | 0.0% | 0.0% | 29 | -499 | -9.59% | Q4 2025 | Feb 10, 2026 |
| 3EDGE Asset Management, LP | History | Added to | 4,671 | 450 | 0.02% | 0.02% | 30 | +131 | 2.89% | Q4 2025 | Feb 06, 2026 |
| Cornerstone Capital, Inc. | History | No change | 4,362 | 420 | 0.04% | 0.04% | 31 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,937 | 379 | 0.0% | — | 32 | +3,937 | New | Q4 2025 | Feb 17, 2026 |
| Core Wealth Partners LLC | History | No change | 3,500 | 337 | 0.15% | 0.15% | 33 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 3,356 | 324 | 0.03% | 0.03% | 34 | +463 | 16.0% | Q4 2025 | Feb 17, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 3,170 | 305 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| E&G Advisors, LP | History | Reduced | 2,857 | 275 | 0.06% | 0.06% | 36 | -82 | -2.79% | Q4 2025 | Jan 23, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,687 | 258 | 0.0% | 0.0% | 37 | +14 | 0.52% | Q4 2025 | Mar 16, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 2,457 | 236 | 0.03% | 0.03% | 38 | +236 | 10.63% | Q4 2025 | Jan 21, 2026 |
| BROWN ADVISORY INC | History | Added to | 2,427 | 233 | 0.0% | 0.0% | 39 | +196 | 8.79% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,015 | 194 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HM PAYSON & CO | History | No change | 1,000 | 96 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Smithfield Trust Co | History | No change | 925 | 89 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Larson Financial Group LLC | History | Reduced | 632 | 60 | 0.0% | 0.0% | 44 | -56 | -8.14% | Q4 2025 | Feb 06, 2026 |
| Hanson & Doremus Investment Management | History | No change | 620 | 60 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 543 | 52 | 0.0% | 0.0% | 45 | +343 | 171.5% | Q4 2025 | Feb 10, 2026 |
| BESSEMER GROUP INC | History | No change | 412 | 40 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 313 | 30 | 0.0% | 0.0% | 47 | -125 | -28.54% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 265 | 25 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 250 | 24 | 0.0% | 0.0% | 49 | -30 | -10.71% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 220 | 21 | 0.0% | 0.0% | 50 | +8 | 3.77% | Q4 2025 | Jan 26, 2026 |
| SBI Securities Co., Ltd. | History | No change | 213 | 20 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 202 | 19 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Reduced | 174 | 16 | 0.0% | 0.0% | 53 | -104 | -37.41% | Q4 2025 | Jan 26, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 170 | 16 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NBT BANK N A /NY | History | No change | 153 | 14 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| TSFG, LLC | History | No change | 149 | 14 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Allworth Financial LP | History | New | 122 | 11 | 0.0% | — | 57 | +122 | New | Q4 2025 | Feb 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 116 | 11 | 0.0% | 0.0% | 58 | +94 | 427.27% | Q4 2025 | Jan 23, 2026 |
| JPMORGAN CHASE & CO | History | New | 87 | 8 | 0.0% | — | 59 | +87 | New | Q4 2025 | Feb 11, 2026 |
| Bogart Wealth, LLC | History | Added to | 63 | 6 | 0.0% | 0.0% | 60 | +1 | 1.61% | Q4 2025 | Jan 30, 2026 |
| Qube Research & Technologies Ltd | History | No change | 72 | 6 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Asset Dedication, LLC | History | No change | 50 | 4 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 50 | 4 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 50 | 4 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Golden State Wealth Management, LLC | History | No change | 22 | 2 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -14,914 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,012 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -180 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -125 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -77 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Luminist Capital LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |