DFJ Institutional Ownership & Shareholders
WISDOMTREE JPN S/C DVD FUND (DFJ) is currently held by 70 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $184.20M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Fmr Llc is currently the largest disclosed institutional shareholder of DFJ tracked by InsiderSet, reporting ownership valued at approximately $41.32M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $43.50M, representing an estimated gain of +5.29% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed DFJ value among the investors covered in this analysis. Major shareholders include Fmr Llc, Raymond James Financial Inc, Morgan Stanley, and several other long-term asset managers with concentrated positions in WISDOMTREE JPN S/C DVD FUND (DFJ).
This page ranks the largest institutional DFJ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
70
Total Reported Value
$184.20M
Largest Holder
Fmr Llc
Largest Position
$41.32M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
96
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fmr Llc | 0.00% | 392,360 | $41,317,493 | $43,503,582 | +$2,186,089 | +5.29% | |
| Raymond James Financial Inc | 0.01% | 218,541 | $23,013,414 | $24,231,105 | +$1,217,691 | +5.29% | |
| Morgan Stanley | 0.00% | 218,221 | $22,979,826 | $24,195,624 | +$1,215,798 | +5.29% | |
| Wells Fargo & Company/Mn | 0.00% | 140,692 | $14,815,545 | $15,599,465 | +$783,920 | +5.29% | |
| Vontobel Holding Ltd. | 0.04% | 81,123 | $9,407,834 | $8,994,651 | -$413,183 | -4.39% | |
| Guardian Partners Inc. | 0.75% | 71,700 | $8,315,049 | $7,949,859 | -$365,190 | -4.39% | |
| Barry Investment Advisors, Llc | 1.55% | 69,841 | $8,099,448 | $7,743,740 | -$355,708 | -4.39% | |
| Bank Of America Corp | 0.00% | 63,543 | $6,691,357 | $7,045,438 | +$354,081 | +5.29% | |
| Sachem Hill Llc | 1.10% | 54,022 | $6,264,938 | $5,989,781 | -$275,157 | -4.39% | |
| Lpl Financial Llc | 0.00% | 54,009 | $5,687,371 | $5,988,340 | +$300,969 | +5.29% | |
| Schwerin Boyle Capital Management Inc | 0.68% | 52,336 | $5,511,242 | $5,802,843 | +$291,601 | +5.29% | |
| Exchange Traded Concepts, Llc | 0.02% | 47,281 | $5,483,178 | $5,242,361 | -$240,817 | -4.39% | |
| Apollon Wealth Management, Llc | 0.05% | 37,294 | $4,325,018 | $4,135,036 | -$189,982 | -4.39% | |
| Ubs Group Ag | 0.00% | 39,046 | $4,111,739 | $4,329,292 | +$217,553 | +5.29% | |
| Avestar Capital, Llc | 0.14% | 14,263 | $1,654,080 | $1,581,434 | -$72,646 | -4.39% | |
| Ingalls & Snyder Llc | 0.04% | 14,302 | $1,506,000 | $1,585,759 | +$79,759 | +5.30% | |
| Css Llc/Il | 0.06% | 13,836 | $1,457,000 | $1,534,090 | +$77,090 | +5.29% | |
| Gotham Asset Management, Llc | 0.00% | 12,607 | $1,327,580 | $1,397,823 | +$70,243 | +5.29% | |
| Maridea Wealth Management Llc | 0.12% | 10,820 | $1,139,400 | $1,199,686 | +$60,286 | +5.29% | |
| Royal Bank Of Canada | 0.00% | 10,268 | $1,082,000 | $1,138,482 | +$56,482 | +5.22% | |
| Arkadios Wealth Advisors | 0.01% | 8,991 | $946,727 | $996,892 | +$50,165 | +5.30% | |
| Jones Financial Companies Lllp | 0.00% | 7,949 | $844,333 | $881,359 | +$37,026 | +4.39% | |
| Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | 0.09% | 7,424 | $781,780 | $823,149 | +$41,369 | +5.29% | |
| Beacon Pointe Advisors, Llc | 0.00% | 7,184 | $756,512 | $796,538 | +$40,026 | +5.29% | |
| Cetera Investment Advisers | 0.00% | 7,124 | $750,197 | $789,886 | +$39,689 | +5.29% | |
| Coppell Advisory Solutions Llc | 0.05% | 10,397 | $573,232 | $1,152,785 | +$579,553 | +101.10% | |
| 3Edge Asset Management, Lp | 0.02% | 4,900 | $568,253 | $543,296 | -$24,957 | -4.39% | |
| Roberts Glore & Co Inc | 0.13% | 5,122 | $539,347 | $567,910 | +$28,563 | +5.30% | |
| Essential Partners Llc | 0.21% | 3,963 | $459,545 | $439,404 | -$20,141 | -4.38% | |
| Cornerstone Capital, Inc. | 0.04% | 4,162 | $438,279 | $461,469 | +$23,190 | +5.29% | |
| Core Wealth Partners Llc | 0.17% | 3,500 | $405,895 | $388,068 | -$17,827 | -4.39% | |
| Aqr Capital Management Llc | 0.00% | 3,833 | $403,634 | $424,990 | +$21,356 | +5.29% | |
| Meitav Investment House Ltd | 0.00% | 3,170 | $367,625 | $351,479 | -$16,146 | -4.39% | |
| E&G Advisors, Lp | 0.06% | 2,842 | $329,587 | $315,112 | -$14,475 | -4.39% | |
| Marshall Wace, Llp | 0.00% | 2,742 | $288,760 | $304,024 | +$15,264 | +5.29% | |
| Brown Advisory Inc | 0.00% | 2,456 | $258,590 | $272,313 | +$13,723 | +5.31% | |
| Owl Creek Wealth Partners Llc | 0.06% | 1,768 | $205,035 | $196,030 | -$9,005 | -4.39% | |
| Rockefeller Capital Management L.P. | 0.00% | 1,916 | $201,764 | $212,440 | +$10,676 | +5.29% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 1,312 | $138,160 | $145,470 | +$7,310 | +5.29% | |
| Pnc Financial Services Group, Inc. | 0.00% | 1,095 | $115,309 | $121,410 | +$6,101 | +5.29% | |
| Hm Payson & Co | 0.00% | 1,000 | $105,305 | $110,877 | +$5,572 | +5.29% | |
| Smithfield Trust Co | 0.00% | 925 | $97,000 | $102,561 | +$5,561 | +5.73% | |
| Larson Financial Group Llc | 0.00% | 637 | $67,128 | $70,628 | +$3,500 | +5.21% | |
| Bessemer Group Inc | 0.00% | 412 | $43,000 | $45,681 | +$2,681 | +6.24% | |
| Blackrock, Inc. | 0.00% | 380 | $40,016 | $42,133 | +$2,117 | +5.29% | |
| Osaic Holdings, Inc. | 0.00% | 379 | $39,909 | $42,022 | +$2,113 | +5.30% | |
| Blair William & Co/Il | 0.00% | 313 | $32,960 | $34,704 | +$1,744 | +5.29% | |
| National Bank Of Canada | 0.00% | 250 | $26,245 | $27,719 | +$1,474 | +5.62% | |
| Fifth Third Bancorp | 0.00% | 236 | $24,852 | $26,167 | +$1,315 | +5.29% | |
| Dunhill Financial, Llc | 0.00% | 200 | $21,061 | $22,175 | +$1,114 | +5.29% |
Frequently asked questions about DFJ
Who are the largest institutional holders of DFJ?
The largest institutional holders of DFJ reported in the latest SEC Form 13F filings include Fmr Llc, Raymond James Financial Inc, Morgan Stanley, Wells Fargo & Company/Mn, and Vontobel Holding Ltd.. InsiderSet ranks institutional holders by their latest reported DFJ position.
What is DFJ institutional ownership?
This page tracks DFJ positions reported by institutional investment managers through SEC Form 13F. WISDOMTREE JPN S/C DVD FUND (DFJ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DFJ?
InsiderSet currently tracks 70 institutional managers reporting DFJ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DFJ shareholders.
How much DFJ stock do institutions own?
Institutional investment managers disclosed approximately $184.20M in DFJ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DFJ institutional ownership last updated?
The latest DFJ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DFJ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DFJ position after the reporting date.
Are institutions buying or selling DFJ?
Institutional buying and selling can be analyzed by comparing DFJ positions across consecutive 13F reporting periods. InsiderSet's DFJ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DFJ ownership changes.
How has DFJ institutional ownership changed over time?
InsiderSet tracks DFJ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.