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 | Added to | 392,360 | 41,317 | 0.0% | 0.0% | 1 | +5,775 | 1.49% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 218,541 | 23,013 | 0.01% | 0.01% | 2 | +6,380 | 3.01% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 218,221 | 22,979 | 0.0% | 0.0% | 3 | -24,008 | -9.91% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 140,692 | 14,815 | 0.0% | 0.0% | 4 | +12,477 | 9.73% | Q2 2026 | Aug 14, 2026 |
| Vontobel Holding Ltd. | History | Added to | 82,180 | 8,653 | 0.03% | 0.03% | 5 | +788 | 0.97% | Q2 2026 | Aug 03, 2026 |
| Barry Investment Advisors, LLC | History | Reduced | 82,114 | 8,647 | 1.81% | 1.91% | 6 | -2,848 | -3.35% | Q2 2026 | Jul 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 63,543 | 6,691 | 0.0% | 0.0% | 7 | +12,799 | 25.22% | Q2 2026 | Aug 14, 2026 |
| SACHEM HILL LLC | History | Reduced | 54,939 | 5,785 | 1.03% | 1.13% | 8 | -2,017 | -3.54% | Q2 2026 | Aug 10, 2026 |
| LPL Financial LLC | History | Added to | 54,009 | 5,687 | 0.0% | 0.0% | 9 | +3,662 | 7.27% | Q2 2026 | Aug 07, 2026 |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC | History | No change | 52,336 | 5,511 | 0.68% | 0.68% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Apollon Wealth Management, LLC | History | New | 51,863 | 5,461 | 0.07% | — | 11 | +51,863 | New | Q2 2026 | Jul 22, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 47,191 | 4,969 | 0.02% | 0.03% | 12 | +1,800 | 3.97% | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 41,682 | 4,389 | 0.0% | 0.0% | 13 | -2,764 | -6.22% | Q2 2026 | Aug 05, 2026 |
| UBS Group AG | History | Added to | 39,046 | 4,111 | 0.0% | 0.0% | 14 | +2,355 | 6.42% | Q2 2026 | Aug 13, 2026 |
| Guardian Partners Inc. | History | New | 26,900 | 2,832 | 0.26% | — | 15 | +26,900 | New | Q2 2026 | Jul 29, 2026 |
| Sankala Group LLC | History | Reduced | 14,363 | 1,624 | 1.08% | 2.96% | 16 | -19,726 | -57.87% | Q2 2026 | Aug 18, 2026 |
| INGALLS & SNYDER LLC | History | Added to | 14,302 | 1,506 | 0.04% | 0.01% | 17 | +11,570 | 423.5% | Q2 2026 | Aug 14, 2026 |
| Avestar Capital, LLC | History | Reduced | 14,263 | 1,501 | 0.08% | 0.1% | 18 | -1,544 | -9.77% | Q2 2026 | Jul 29, 2026 |
| CSS LLC/IL | History | No change | 13,836 | 1,457 | 0.06% | 0.07% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 12,607 | 1,327 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 10,820 | 1,139 | 0.12% | 0.17% | 21 | -518 | -4.57% | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 10,268 | 1,082 | 0.0% | 0.0% | 22 | +3,054 | 42.33% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 8,991 | 946 | 0.01% | 0.01% | 23 | +3 | 0.03% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 7,949 | 844 | 0.0% | 0.0% | 24 | +969 | 13.88% | Q2 2026 | Aug 14, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 7,424 | 781 | 0.09% | 0.09% | 25 | -135 | -1.79% | Q2 2026 | Jul 09, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 7,184 | 756 | 0.0% | 0.0% | 26 | -500 | -6.51% | Q2 2026 | Aug 18, 2026 |
| Cetera Investment Advisers | History | Reduced | 7,124 | 750 | 0.0% | 0.0% | 27 | -89 | -1.23% | Q2 2026 | Aug 12, 2026 |
| Coppell Advisory Solutions LLC | History | New | 10,397 | 573 | 0.05% | — | 28 | +10,397 | New | Q2 2026 | Aug 14, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Added to | 5,122 | 539 | 0.13% | 0.14% | 29 | +2 | 0.04% | Q2 2026 | Aug 10, 2026 |
| 3EDGE Asset Management, LP | History | Reduced | 4,900 | 515 | 0.02% | 0.02% | 30 | -14 | -0.28% | Q2 2026 | Jul 27, 2026 |
| Cornerstone Capital, Inc. | History | Reduced | 4,162 | 438 | 0.04% | 0.04% | 31 | -200 | -4.59% | Q2 2026 | Aug 03, 2026 |
| Essential Partners LLC | History | Added to | 3,888 | 409 | 0.19% | 0.1% | 32 | +935 | 31.66% | Q2 2026 | Aug 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 3,833 | 403 | 0.0% | 0.0% | 33 | +8 | 0.21% | Q2 2026 | Aug 14, 2026 |
| Core Wealth Partners LLC | History | No change | 3,500 | 368 | 0.16% | 0.17% | 34 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 3,170 | 333 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| E&G Advisors, LLC | History | No change | 2,864 | 301 | 0.06% | 0.06% | 36 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MARSHALL WACE, LLP | History | New | 2,742 | 288 | 0.0% | — | 37 | +2,742 | New | Q2 2026 | Aug 13, 2026 |
| BROWN ADVISORY INC | History | Added to | 2,456 | 258 | 0.0% | 0.0% | 38 | +29 | 1.19% | Q2 2026 | Aug 14, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 2,310 | 243 | 0.03% | 0.03% | 39 | +43 | 1.9% | Q2 2026 | Jul 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,015 | 212 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,916 | 201 | 0.0% | 0.0% | 41 | -131 | -6.4% | Q2 2026 | Aug 13, 2026 |
| Owl Creek Wealth Partners LLC | History | Added to | 1,768 | 186 | 0.05% | 0.06% | 42 | +199 | 12.68% | Q2 2026 | Jul 20, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 1,312 | 138 | 0.0% | 0.0% | 43 | -843 | -39.12% | Q2 2026 | Aug 13, 2026 |
| HM PAYSON & CO | History | No change | 1,000 | 105 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Smithfield Trust Co | History | No change | 925 | 97 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 838 | 88 | 0.0% | 0.0% | 46 | +5 | 0.6% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | Added to | 637 | 67 | 0.0% | 0.0% | 47 | +5 | 0.79% | Q2 2026 | Aug 14, 2026 |
| Hanson & Doremus Investment Management | History | No change | 620 | 65 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BESSEMER GROUP INC | History | No change | 412 | 43 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BlackRock, Inc. | History | No change | 380 | 40 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 379 | 39 | 0.0% | 0.0% | 51 | +77 | 25.5% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 313 | 32 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NBH Bank | History | New | 250 | 26 | 0.01% | — | 54 | +250 | New | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 250 | 26 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bank of Jackson Hole Trust | History | No change | 250 | 25 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 236 | 24 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 05, 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 | 180 | 18 | 0.0% | 0.0% | 58 | -19 | -9.55% | Q2 2026 | Jul 22, 2026 |
| CWM, LLC | History | No change | 171 | 17 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NBT BANK, N.A. | History | No change | 153 | 16 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TSFG, LLC | History | Reduced | 124 | 13 | 0.0% | 0.0% | 61 | -25 | -16.78% | Q2 2026 | Jul 23, 2026 |
| Allworth Financial LP | History | No change | 122 | 12 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 120 | 12 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 110 | 11 | 0.0% | 0.0% | 64 | -64 | -36.78% | Q2 2026 | Aug 03, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 107 | 11 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JPMORGAN CHASE & CO | History | No change | 87 | 9 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | No change | 85 | 8 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 69 | 7 | 0.0% | 0.0% | 68 | -3 | -4.17% | Q2 2026 | Aug 14, 2026 |
| Buck Wealth Strategies, LLC | History | New | 63 | 6 | 0.0% | — | 70 | +63 | New | Q2 2026 | Jul 30, 2026 |
| Bogart Wealth, LLC | History | Added to | 64 | 6 | 0.0% | 0.0% | 69 | +1 | 1.59% | Q2 2026 | Jul 24, 2026 |
| BLUELINE ADVISORS LLC | History | New | 73 | 5 | 0.0% | — | 74 | +73 | New | Q2 2026 | Jul 27, 2026 |
| Asset Dedication, LLC | History | No change | 50 | 5 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Your Advocates Ltd., LLP | History | No change | 49 | 5 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 50 | 5 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Ameritas Advisory Services, LLC | History | New | 42 | 4 | 0.0% | — | 75 | +42 | New | Q2 2026 | Aug 14, 2026 |
| Golden State Wealth Management, LLC | History | No change | 22 | 2 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Motley Fool Wealth Management, LLC | History | Closed out | 0 | 0 | — | 1.01% | — | -87,789 | -100.0% | Q2 2026 | Aug 06, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -39,278 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -14,703 | -100.0% | Q2 2026 | Aug 06, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | Closed out | 0 | 0 | — | 0.05% | — | -7,100 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,391 | -100.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,996 | -100.0% | Q2 2026 | Aug 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.01% | — | -4,055 | -100.0% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,728 | -100.0% | Q2 2026 | Sep 02, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -125 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Tradewinds Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Planning Strategies Inc. | History | New | 7 | 0 | — | — | — | +7 | New | Q2 2026 | Jul 27, 2026 |
| Luminist Capital LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Aug 07, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |