WISDOMTREE JPN S/C DVD FUND (DFJ) Top Institutional Shareholders
WISDOMTREE JPN S/C DVD FUND (DFJ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $177.49M in DFJ holdings during the latest filing period.
Fmr Llc is currently the largest disclosed institutional shareholder of DFJ tracked by InsiderSet, reporting ownership valued at approximately $39.45M in its March 31, 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 $41.37M, representing an estimated gain of +4.85% 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, Morgan Stanley, Raymond James Financial Inc, 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
79
Total Reported Value
$177.49M
Largest Holder
Fmr Llc
Largest Position
$39.45M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
87
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% | 386,585 | $39,454,902 | $41,366,683 | +$1,911,781 | +4.85% | |
| Morgan Stanley | 0.00% | 242,229 | $24,721,990 | $25,919,811 | +$1,197,821 | +4.85% | |
| Raymond James Financial Inc | 0.01% | 212,161 | $21,653,176 | $22,702,373 | +$1,049,197 | +4.85% | |
| Wells Fargo & Company/Mn | 0.00% | 128,215 | $13,085,628 | $13,719,697 | +$634,069 | +4.85% | |
| Motley Fool Wealth Management, Llc | 1.01% | 87,789 | $8,959,698 | $9,393,897 | +$434,199 | +4.85% | |
| Barry Investment Advisors, Llc | 1.91% | 84,962 | $8,671,229 | $9,091,393 | +$420,164 | +4.85% | |
| Vontobel Holding Ltd. | 0.03% | 81,392 | $8,306,868 | $8,709,384 | +$402,516 | +4.85% | |
| Sachem Hill Llc | 1.13% | 56,956 | $5,812,935 | $6,094,600 | +$281,665 | +4.85% | |
| Schwerin Boyle Capital Management Inc | 0.68% | 52,336 | $5,341,412 | $5,600,235 | +$258,823 | +4.85% | |
| Bank Of America Corp | 0.00% | 50,744 | $5,178,886 | $5,429,882 | +$250,996 | +4.85% | |
| Lpl Financial Llc | 0.00% | 50,347 | $5,138,396 | $5,387,401 | +$249,005 | +4.85% | |
| Exchange Traded Concepts, Llc | 0.04% | 45,391 | $4,632,605 | $4,857,082 | +$224,477 | +4.85% | |
| Hightower Advisors, Llc | 0.00% | 44,446 | $4,536,191 | $4,755,962 | +$219,771 | +4.84% | |
| Ubs Group Ag | 0.00% | 36,691 | $3,744,683 | $3,926,135 | +$181,452 | +4.85% | |
| Avestar Capital, Llc | 0.11% | 15,807 | $1,613,262 | $1,691,434 | +$78,172 | +4.85% | |
| Bank Of New York Mellon Corp | 0.00% | 14,703 | $1,500,613 | $1,573,300 | +$72,687 | +4.84% | |
| Css Llc/Il | 0.08% | 13,836 | $1,412,102 | $1,480,527 | +$68,425 | +4.85% | |
| Gotham Asset Management, Llc | 0.00% | 12,607 | $1,286,670 | $1,349,017 | +$62,347 | +4.85% | |
| Maridea Wealth Management Llc | 0.17% | 11,338 | $1,157,156 | $1,213,227 | +$56,071 | +4.85% | |
| Arkadios Wealth Advisors | 0.02% | 8,988 | $917,225 | $961,765 | +$44,540 | +4.86% | |
| Beacon Pointe Advisors, Llc | 0.00% | 7,684 | $784,230 | $822,229 | +$37,999 | +4.85% | |
| Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | 0.09% | 7,559 | $771,467 | $808,854 | +$37,387 | +4.85% | |
| Cetera Investment Advisers | 0.00% | 7,213 | $736,169 | $771,830 | +$35,661 | +4.84% | |
| Royal Bank Of Canada | 0.00% | 7,214 | $736,000 | $771,937 | +$35,937 | +4.88% | |
| City Of London Investment Management Co Ltd | 0.05% | 7,100 | $724,626 | $759,738 | +$35,112 | +4.85% | |
| Jones Financial Companies Lllp | 0.00% | 6,980 | $692,058 | $746,898 | +$54,840 | +7.92% | |
| Roberts Glore & Co Inc | 0.14% | 5,120 | $522,547 | $547,868 | +$25,321 | +4.85% | |
| Jane Street Group, Llc | 0.00% | 4,996 | $509,892 | $534,599 | +$24,707 | +4.85% | |
| 3Edge Asset Management, Lp | 0.02% | 4,914 | $501,523 | $525,825 | +$24,302 | +4.85% | |
| Cornerstone Capital, Inc. | 0.04% | 4,362 | $445,186 | $466,758 | +$21,572 | +4.85% | |
| Ritholtz Wealth Management | 0.01% | 4,055 | $413,853 | $433,907 | +$20,054 | +4.85% | |
| Aqr Capital Management Llc | 0.00% | 3,825 | $390,380 | $409,296 | +$18,916 | +4.85% | |
| Core Wealth Partners Llc | 0.17% | 3,500 | $357,210 | $374,519 | +$17,309 | +4.85% | |
| Meitav Investment House Ltd | 0.00% | 3,170 | $323,530 | $339,207 | +$15,677 | +4.85% | |
| E&G Advisors, Lp | 0.07% | 2,864 | $292,300 | $306,463 | +$14,163 | +4.85% | |
| Citadel Advisors Llc | 0.00% | 2,728 | $278,420 | $291,911 | +$13,491 | +4.85% | |
| Brown Advisory Inc | 0.00% | 2,427 | $247,726 | $259,702 | +$11,976 | +4.83% | |
| Walkner Condon Financial Advisors Llc | 0.03% | 2,267 | $231,370 | $242,581 | +$11,211 | +4.85% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 2,155 | $219,939 | $230,597 | +$10,658 | +4.85% | |
| Rockefeller Capital Management L.P. | 0.00% | 2,047 | $208,917 | $219,040 | +$10,123 | +4.85% | |
| Owl Creek Wealth Partners Llc | 0.06% | 1,569 | $160,133 | $167,891 | +$7,758 | +4.85% | |
| Pnc Financial Services Group, Inc. | 0.00% | 1,095 | $111,756 | $117,171 | +$5,415 | +4.85% | |
| Hm Payson & Co | 0.00% | 1,000 | $102,060 | $107,005 | +$4,945 | +4.85% | |
| Western Wealth Management, Llc | 0.00% | 867 | $88,455 | $92,774 | +$4,319 | +4.88% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 833 | $85,016 | $89,135 | +$4,119 | +4.85% | |
| Larson Financial Group Llc | 0.00% | 632 | $64,499 | $67,627 | +$3,128 | +4.85% | |
| Blackrock, Inc. | 0.00% | 380 | $38,783 | $40,662 | +$1,879 | +4.85% | |
| Blair William & Co/Il | 0.00% | 313 | $31,945 | $33,493 | +$1,548 | +4.84% | |
| Osaic Holdings, Inc. | 0.00% | 302 | $30,821 | $32,316 | +$1,495 | +4.85% | |
| Bank Of Jackson Hole Trust | 0.01% | 250 | $25,515 | $26,751 | +$1,236 | +4.85% |
Frequently asked questions about DFJ
Who owns the most DFJ stock?
The largest holders of DFJ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WISDOMTREE JPN S/C DVD FUND (DFJ).
Is DFJ widely held by superinvestors?
Many widely followed stocks like DFJ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DFJ is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.