WISDOMTREE JPN S/C DVD FUND (DFJ) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $178.62M 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 $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 $46.03M, representing an estimated gain of +11.40% 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
73
Total Reported Value
$178.62M
Largest Holder
Fmr Llc
Largest Position
$41.32M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
95
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 | $46,027,752 | +$4,710,259 | +11.40% | |
| Raymond James Financial Inc | 0.01% | 218,541 | $23,013,414 | $25,637,045 | +$2,623,631 | +11.40% | |
| Morgan Stanley | 0.00% | 218,221 | $22,979,826 | $25,599,506 | +$2,619,680 | +11.40% | |
| Wells Fargo & Company/Mn | 0.00% | 140,692 | $14,815,545 | $16,504,579 | +$1,689,034 | +11.40% | |
| Vontobel Holding Ltd. | 0.03% | 82,180 | $8,653,965 | $9,640,536 | +$986,571 | +11.40% | |
| Barry Investment Advisors, Llc | 1.81% | 82,114 | $8,647,044 | $9,632,793 | +$985,749 | +11.40% | |
| Bank Of America Corp | 0.00% | 63,543 | $6,691,357 | $7,454,229 | +$762,872 | +11.40% | |
| Sachem Hill Llc | 1.03% | 54,939 | $5,785,357 | $6,444,894 | +$659,537 | +11.40% | |
| Lpl Financial Llc | 0.00% | 54,009 | $5,687,371 | $6,335,796 | +$648,425 | +11.40% | |
| Schwerin Boyle Capital Management Inc | 0.68% | 52,336 | $5,511,242 | $6,139,536 | +$628,294 | +11.40% | |
| Apollon Wealth Management, Llc | 0.07% | 51,863 | $5,461,466 | $6,084,049 | +$622,583 | +11.40% | |
| Exchange Traded Concepts, Llc | 0.02% | 47,191 | $4,969,448 | $5,535,976 | +$566,528 | +11.40% | |
| Ubs Group Ag | 0.00% | 39,046 | $4,111,739 | $4,580,486 | +$468,747 | +11.40% | |
| Guardian Partners Inc. | 0.26% | 26,900 | $2,832,704 | $3,155,639 | +$322,935 | +11.40% | |
| Ingalls & Snyder Llc | 0.04% | 14,302 | $1,506,000 | $1,677,768 | +$171,768 | +11.41% | |
| Avestar Capital, Llc | 0.09% | 14,263 | $1,501,965 | $1,673,193 | +$171,228 | +11.40% | |
| Css Llc/Il | 0.06% | 13,836 | $1,457,000 | $1,623,101 | +$166,101 | +11.40% | |
| Gotham Asset Management, Llc | 0.00% | 12,607 | $1,327,580 | $1,478,927 | +$151,347 | +11.40% | |
| Maridea Wealth Management Llc | 0.12% | 10,820 | $1,139,400 | $1,269,294 | +$129,894 | +11.40% | |
| Royal Bank Of Canada | 0.00% | 10,268 | $1,082,000 | $1,204,539 | +$122,539 | +11.33% | |
| Arkadios Wealth Advisors | 0.01% | 8,991 | $946,727 | $1,054,734 | +$108,007 | +11.41% | |
| Jones Financial Companies Lllp | 0.00% | 7,949 | $844,333 | $932,497 | +$88,164 | +10.44% | |
| Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | 0.09% | 7,424 | $781,780 | $870,909 | +$89,129 | +11.40% | |
| Beacon Pointe Advisors, Llc | 0.00% | 7,184 | $756,512 | $842,755 | +$86,243 | +11.40% | |
| Cetera Investment Advisers | 0.00% | 7,124 | $750,197 | $835,716 | +$85,519 | +11.40% | |
| Coppell Advisory Solutions Llc | 0.05% | 10,397 | $573,232 | $1,219,672 | +$646,440 | +112.77% | |
| Roberts Glore & Co Inc | 0.13% | 5,122 | $539,347 | $600,862 | +$61,515 | +11.41% | |
| 3Edge Asset Management, Lp | 0.02% | 4,900 | $515,995 | $574,819 | +$58,824 | +11.40% | |
| Cornerstone Capital, Inc. | 0.04% | 4,162 | $438,279 | $488,244 | +$49,965 | +11.40% | |
| Essential Partners Llc | 0.19% | 3,888 | $409,387 | $456,101 | +$46,714 | +11.41% | |
| Aqr Capital Management Llc | 0.00% | 3,833 | $403,634 | $449,649 | +$46,015 | +11.40% | |
| Core Wealth Partners Llc | 0.16% | 3,500 | $368,568 | $410,585 | +$42,017 | +11.40% | |
| Meitav Investment House Ltd | 0.00% | 3,170 | $333,817 | $371,873 | +$38,056 | +11.40% | |
| E&G Advisors, Lp | 0.06% | 2,864 | $301,593 | $335,976 | +$34,383 | +11.40% | |
| Marshall Wace, Llp | 0.00% | 2,742 | $288,760 | $321,664 | +$32,904 | +11.39% | |
| Brown Advisory Inc | 0.00% | 2,456 | $258,590 | $288,113 | +$29,523 | +11.42% | |
| Walkner Condon Financial Advisors Llc | 0.03% | 2,310 | $243,255 | $270,986 | +$27,731 | +11.40% | |
| Rockefeller Capital Management L.P. | 0.00% | 1,916 | $201,764 | $224,766 | +$23,002 | +11.40% | |
| Owl Creek Wealth Partners Llc | 0.05% | 1,768 | $186,180 | $207,404 | +$21,224 | +11.40% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 1,312 | $138,160 | $153,911 | +$15,751 | +11.40% | |
| Pnc Financial Services Group, Inc. | 0.00% | 1,095 | $115,309 | $128,454 | +$13,145 | +11.40% | |
| Hm Payson & Co | 0.00% | 1,000 | $105,305 | $117,310 | +$12,005 | +11.40% | |
| Smithfield Trust Co | 0.00% | 925 | $97,000 | $108,512 | +$11,512 | +11.87% | |
| Larson Financial Group Llc | 0.00% | 637 | $67,128 | $74,726 | +$7,598 | +11.32% | |
| Hanson & Doremus Investment Management | 0.01% | 620 | $65,000 | $72,732 | +$7,732 | +11.90% | |
| Bessemer Group Inc | 0.00% | 412 | $43,000 | $48,332 | +$5,332 | +12.40% | |
| Blackrock, Inc. | 0.00% | 380 | $40,016 | $44,578 | +$4,562 | +11.40% | |
| Osaic Holdings, Inc. | 0.00% | 379 | $39,909 | $44,460 | +$4,551 | +11.40% | |
| Blair William & Co/Il | 0.00% | 313 | $32,960 | $36,718 | +$3,758 | +11.40% | |
| National Bank Of Canada | 0.00% | 250 | $26,245 | $29,328 | +$3,083 | +11.75% |
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.