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 | 386,585 | 39,454 | 0.0% | 0.0% | 1 | +152 | 0.04% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 242,229 | 24,721 | 0.0% | 0.0% | 2 | +501 | 0.21% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 212,161 | 21,653 | 0.01% | 0.01% | 3 | +2,266 | 1.08% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 128,215 | 13,085 | 0.0% | 0.0% | 4 | +2,112 | 1.67% | Q1 2026 | May 11, 2026 |
| Motley Fool Wealth Management, LLC | History | Reduced | 87,789 | 8,959 | 1.01% | 0.91% | 5 | -34,457 | -28.19% | Q1 2026 | May 12, 2026 |
| Barry Investment Advisors, LLC | History | Reduced | 84,962 | 8,671 | 1.91% | 1.83% | 6 | -153 | -0.18% | Q1 2026 | Apr 23, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 81,392 | 8,306 | 0.03% | 0.03% | 7 | -1,051 | -1.27% | Q1 2026 | May 08, 2026 |
| SACHEM HILL LLC | History | Reduced | 56,956 | 5,812 | 1.13% | 1.09% | 8 | -1,493 | -2.55% | Q1 2026 | May 13, 2026 |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC | History | Reduced | 52,336 | 5,341 | 0.68% | 0.62% | 9 | -6,134 | -10.49% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 50,744 | 5,178 | 0.0% | 0.0% | 10 | -1,587 | -3.03% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 50,347 | 5,138 | 0.0% | 0.0% | 11 | -539 | -1.06% | Q1 2026 | May 06, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 45,391 | 4,632 | 0.03% | — | 12 | +45,391 | New | Q1 2026 | Apr 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 44,446 | 4,536 | 0.0% | 0.01% | 13 | -46,753 | -51.26% | Q1 2026 | May 05, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 39,278 | 4,009 | 0.13% | — | 14 | +39,278 | New | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 36,691 | 3,744 | 0.0% | 0.0% | 15 | +2,846 | 8.41% | Q1 2026 | May 05, 2026 |
| Sankala Group LLC | History | Added to | 34,089 | 3,619 | 2.96% | 1.53% | 16 | +17,138 | 101.1% | Q1 2026 | Mar 31, 2026 |
| Avestar Capital, LLC | History | Added to | 15,807 | 1,613 | 0.1% | 0.1% | 17 | +572 | 3.75% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 14,703 | 1,500 | 0.0% | 0.0% | 18 | +10,000 | 212.63% | Q1 2026 | May 05, 2026 |
| CSS LLC/IL | History | Reduced | 13,836 | 1,412 | 0.07% | 0.07% | 19 | -2,310 | -14.31% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | No change | 12,607 | 1,286 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Maridea Wealth Management LLC | History | Added to | 11,338 | 1,157 | 0.17% | 0.12% | 21 | +2,854 | 33.64% | Q1 2026 | Apr 21, 2026 |
| Arkadios Wealth Advisors | History | No change | 8,988 | 917 | 0.01% | 0.02% | 22 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 7,684 | 784 | 0.0% | 0.0% | 23 | +1,400 | 22.28% | Q1 2026 | May 15, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 7,559 | 771 | 0.09% | 0.09% | 24 | -153 | -1.98% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 7,214 | 736 | 0.0% | 0.0% | 25 | +3,277 | 83.24% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 7,213 | 736 | 0.0% | 0.0% | 26 | +1,880 | 35.25% | Q1 2026 | May 13, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | New | 7,100 | 724 | 0.05% | — | 27 | +7,100 | New | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 6,980 | 692 | 0.0% | 0.0% | 28 | +2,091 | 42.77% | Q1 2026 | May 15, 2026 |
| Virtu Financial LLC | History | New | 5,391 | 550 | 0.02% | — | 29 | +5,391 | New | Q1 2026 | May 14, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | No change | 5,120 | 522 | 0.14% | 0.13% | 30 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | New | 4,996 | 509 | 0.0% | — | 31 | +4,996 | New | Q1 2026 | May 12, 2026 |
| 3EDGE Asset Management, LP | History | Added to | 4,914 | 501 | 0.02% | 0.02% | 32 | +243 | 5.2% | Q1 2026 | May 15, 2026 |
| Cornerstone Capital, Inc. | History | No change | 4,362 | 445 | 0.04% | 0.04% | 33 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 4,055 | 413 | 0.01% | — | 34 | +4,055 | New | Q1 2026 | Apr 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 3,825 | 390 | 0.0% | — | 35 | +3,825 | New | Q1 2026 | May 15, 2026 |
| Core Wealth Partners LLC | History | No change | 3,500 | 357 | 0.17% | 0.15% | 36 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 3,170 | 323 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Essential Partners LLC | History | Added to | 2,953 | 301 | 0.1% | 0.07% | 38 | +615 | 26.3% | Q1 2026 | May 21, 2026 |
| E&G Advisors, LP | History | Added to | 2,864 | 292 | 0.06% | 0.06% | 39 | +7 | 0.25% | Q1 2026 | Apr 21, 2026 |
| INGALLS & SNYDER LLC | History | New | 2,732 | 279 | 0.01% | — | 40 | +2,732 | New | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 2,728 | 278 | 0.0% | 0.0% | 41 | -16,087 | -85.5% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | No change | 2,427 | 247 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 2,267 | 231 | 0.03% | 0.03% | 43 | -190 | -7.73% | Q1 2026 | Apr 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 2,155 | 219 | 0.0% | 0.0% | 44 | -2,822 | -56.7% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 2,047 | 208 | 0.0% | 0.0% | 45 | -640 | -23.82% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,015 | 205 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 1,569 | 160 | 0.06% | — | 47 | +1,569 | New | Q1 2026 | May 13, 2026 |
| HM PAYSON & CO | History | No change | 1,000 | 102 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Smithfield Trust Co | History | No change | 925 | 94 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Western Wealth Management, LLC | History | New | 867 | 88 | 0.0% | — | 50 | +867 | New | Q1 2026 | May 19, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 833 | 85 | 0.0% | 0.0% | 51 | +290 | 53.41% | Q1 2026 | May 07, 2026 |
| Larson Financial Group LLC | History | No change | 632 | 64 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Hanson & Doremus Investment Management | History | No change | 620 | 63 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| BESSEMER GROUP INC | History | No change | 412 | 42 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BlackRock, Inc. | History | New | 380 | 38 | 0.0% | — | 55 | +380 | New | Q1 2026 | May 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 313 | 31 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 302 | 30 | 0.0% | 0.0% | 57 | +100 | 49.5% | Q1 2026 | May 15, 2026 |
| Bank of Jackson Hole Trust | History | New | 250 | 25 | 0.01% | — | 59 | +250 | New | Q1 2026 | May 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 250 | 25 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | New | 236 | 24 | 0.0% | — | 60 | +236 | New | Q1 2026 | May 01, 2026 |
| Dunhill Financial, LLC | History | New | 200 | 20 | 0.0% | — | 62 | +200 | New | Q1 2026 | May 06, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 199 | 20 | 0.0% | 0.0% | 61 | -14 | -6.57% | Q1 2026 | Apr 27, 2026 |
| CWM, LLC | History | Reduced | 171 | 17 | 0.0% | 0.0% | 63 | -49 | -22.27% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | No change | 174 | 17 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NBT BANK N A /NY | History | No change | 153 | 15 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| TSFG, LLC | History | No change | 149 | 15 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Advisory Services Network, LLC | History | New | 125 | 12 | 0.0% | — | 68 | +125 | New | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 120 | 12 | 0.0% | 0.0% | 69 | +70 | 140.0% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | No change | 122 | 12 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 107 | 10 | 0.0% | — | 70 | +107 | New | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 85 | 8 | 0.0% | 0.0% | 72 | -31 | -26.72% | Q1 2026 | Apr 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 87 | 8 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 72 | 7 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bogart Wealth, LLC | History | No change | 63 | 6 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Your Advocates Ltd., LLP | History | New | 49 | 5 | 0.0% | — | 76 | +49 | New | Q1 2026 | Apr 29, 2026 |
| Asset Dedication, LLC | History | No change | 50 | 5 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 50 | 5 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 40 | 4 | 0.0% | 0.0% | 78 | -225 | -84.91% | Q1 2026 | May 08, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 20 | 2 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Golden State Wealth Management, LLC | History | No change | 22 | 2 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NKCFO LLC | History | Closed out | 0 | 0 | — | 0.58% | — | -20,775 | -100.0% | Q1 2026 | May 11, 2026 |
| Compound Planning, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,053 | -100.0% | Q1 2026 | May 14, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,356 | -100.0% | Q1 2026 | May 15, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -170 | -100.0% | Q1 2026 | May 15, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -169 | -100.0% | Q1 2026 | May 11, 2026 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | Apr 24, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |