WisdomTree Trust - DFJ
Detailed investor-level table based on 13F positions.
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 | No change | 392,360 | 41,317 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 218,541 | 23,013 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 218,221 | 22,979 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 140,692 | 14,815 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 81,123 | 9,407 | 0.03% | 0.03% | 5 | -1,057 | -1.29% | Q3 2026 | Oct 16, 2026 |
| Guardian Partners Inc. | History | Added to | 71,700 | 8,315 | 0.74% | 0.26% | 6 | +44,800 | 166.54% | Q3 2026 | Oct 21, 2026 |
| Barry Investment Advisors, LLC | History | Reduced | 69,841 | 8,099 | 1.55% | 1.81% | 7 | -12,273 | -14.95% | Q3 2026 | Oct 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 63,543 | 6,691 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SACHEM HILL LLC | History | Reduced | 54,022 | 6,264 | 1.1% | 1.03% | 9 | -917 | -1.67% | Q3 2026 | Oct 14, 2026 |
| LPL Financial LLC | History | No change | 54,009 | 5,687 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC | History | No change | 52,336 | 5,511 | 0.68% | 0.68% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 47,281 | 5,483 | 0.02% | 0.02% | 12 | +90 | 0.19% | Q3 2026 | Oct 28, 2026 |
| HighTower Advisors, LLC | History | No change | 41,682 | 4,389 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 37,294 | 4,325 | 0.05% | 0.07% | 14 | -14,569 | -28.09% | Q3 2026 | Oct 23, 2026 |
| UBS Group AG | History | No change | 39,046 | 4,111 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avestar Capital, LLC | History | No change | 14,263 | 1,654 | 0.13% | 0.08% | 16 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Sankala Group LLC | History | No change | 14,363 | 1,624 | 1.08% | 1.08% | 17 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| INGALLS & SNYDER LLC | History | No change | 14,302 | 1,506 | 0.04% | 0.04% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CSS LLC/IL | History | No change | 13,836 | 1,457 | 0.06% | 0.06% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | New | 11,574 | 1,342 | 0.0% | — | 20 | +11,574 | New | Q3 2026 | Nov 05, 2026 |
| Gotham Asset Management, LLC | History | No change | 12,607 | 1,327 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maridea Wealth Management LLC | History | No change | 10,820 | 1,139 | 0.12% | 0.12% | 22 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | No change | 10,268 | 1,082 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 8,991 | 946 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 7,949 | 844 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 7,424 | 781 | 0.09% | 0.09% | 26 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 7,184 | 756 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Cetera Investment Advisers | History | No change | 7,124 | 750 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| McCarley & Cook Financial Planners | History | Added to | 5,066 | 587 | 0.45% | 0.41% | 29 | +3 | 0.06% | Q3 2026 | Oct 21, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 10,397 | 573 | 0.05% | 0.05% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 3EDGE Asset Management, LP | History | No change | 4,900 | 568 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | No change | 5,122 | 539 | 0.13% | 0.13% | 32 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Essential Partners LLC | History | Added to | 3,963 | 459 | 0.21% | 0.19% | 33 | +75 | 1.93% | Q3 2026 | Oct 14, 2026 |
| Cornerstone Capital, Inc. | History | No change | 4,162 | 438 | 0.04% | 0.04% | 34 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Core Wealth Partners LLC | History | No change | 3,500 | 405 | 0.17% | 0.16% | 35 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 3,833 | 403 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 3,170 | 367 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| E&G Advisors, LLC | History | Reduced | 2,842 | 329 | 0.06% | 0.06% | 38 | -22 | -0.77% | Q3 2026 | Oct 13, 2026 |
| MARSHALL WACE, LLP | History | No change | 2,742 | 288 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN ADVISORY INC | History | No change | 2,456 | 258 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,015 | 212 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 1,768 | 205 | 0.06% | 0.05% | 42 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,916 | 201 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,312 | 138 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HM PAYSON & CO | History | No change | 1,000 | 105 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Smithfield Trust Co | History | No change | 925 | 97 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 838 | 88 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BFC Planning, Inc. | History | No change | 745 | 78 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Larson Financial Group LLC | History | Added to | 638 | 73 | 0.0% | 0.0% | 49 | +1 | 0.16% | Q3 2026 | Nov 05, 2026 |
| Hanson & Doremus Investment Management | History | No change | 620 | 72 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| BESSEMER GROUP INC | History | No change | 412 | 43 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BlackRock, Inc. | History | No change | 380 | 40 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 379 | 39 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 313 | 32 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NBH Bank | History | No change | 250 | 28 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 250 | 26 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AlphaCore Capital LLC | History | New | 183 | 21 | 0.0% | — | 58 | +183 | New | Q3 2026 | Nov 04, 2026 |
| Dunhill Financial, LLC | History | No change | 200 | 21 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 168 | 19 | 0.0% | 0.0% | 59 | -12 | -6.67% | Q3 2026 | Oct 21, 2026 |
| Allworth Financial LP | History | No change | 122 | 12 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 107 | 12 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 120 | 12 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 110 | 11 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JPMORGAN CHASE & CO | History | No change | 87 | 9 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | No change | 85 | 9 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Your Advocates Ltd., LLP | History | Added to | 76 | 8 | 0.0% | 0.0% | 66 | +27 | 55.1% | Q3 2026 | Nov 03, 2026 |
| Qube Research & Technologies Ltd | History | No change | 69 | 7 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bogart Wealth, LLC | History | No change | 64 | 6 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Asset Dedication, LLC | History | No change | 50 | 5 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 50 | 5 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 41 | 4 | 0.0% | 0.0% | 72 | -22 | -34.92% | Q3 2026 | Oct 28, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 42 | 4 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Golden State Wealth Management, LLC | History | No change | 22 | 2 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| ASSETMARK, INC | History | New | 12 | 1 | 0.0% | — | 74 | +12 | New | Q3 2026 | Oct 21, 2026 |
| Walkner Condon Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,310 | -100.0% | Q3 2026 | Oct 30, 2026 |
| FIFTH THIRD BANCORP | History | Closed out | 0 | 0 | — | 0.0% | — | -236 | -100.0% | Q3 2026 | Nov 05, 2026 |
| NBT BANK, N.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -153 | -100.0% | Q3 2026 | Oct 21, 2026 |
| TSFG, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -124 | -100.0% | Q3 2026 | Oct 23, 2026 |
| BLUELINE ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -73 | -100.0% | Q3 2026 | Oct 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Luminist Capital LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CoreCap Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Planning Strategies Inc. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |