Who Owns WISDOMTREE TR (DFJ)? -- Institutional Holders (2026-06-30)
91 institutions reported holding $184.8M of WISDOMTREE TR (DFJ) in SEC 13F filings for 2026-06-30. Largest institutional holders: FMR LLC ($41.3M), RAYMOND JAMES FINANCIAL INC ($23.0M), MORGAN STANLEY ($23.0M), WELLS FARGO & COMPANY/MN ($14.8M), Vontobel Holding Ltd. ($8.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | FMR LLC | $41.3M | 392,360 | Added |
| 2 | RAYMOND JAMES FINANCIAL INC | $23.0M | 218,541 | Added |
| 3 | MORGAN STANLEY | $23.0M | 218,221 | Trimmed |
| 4 | WELLS FARGO & COMPANY/MN | $14.8M | 140,692 | Added |
| 5 | Vontobel Holding Ltd. | $8.7M | 82,180 | Added |
| 6 | Barry Investment Advisors, LLC | $8.6M | 82,114 | Trimmed |
| 7 | BANK OF AMERICA CORP /DE/ | $6.7M | 63,543 | Added |
| 8 | SACHEM HILL LLC | $5.8M | 54,939 | Trimmed |
| 9 | LPL Financial LLC | $5.7M | 54,009 | Added |
| 10 | SCHWERIN BOYLE CAPITAL MANAGEMENT INC | $5.5M | 52,336 | Hold |
| 11 | Apollon Wealth Management, LLC | $5.5M | 51,863 | New |
| 12 | EXCHANGE TRADED CONCEPTS, LLC | $5.0M | 47,191 | Added |
| 13 | HighTower Advisors, LLC | $4.4M | 41,682 | Trimmed |
| 14 | UBS Group AG | $4.1M | 39,046 | Added |
| 15 | Guardian Partners Inc. | $2.8M | 26,900 | New |
| 16 | Sankala Group LLC | $1.6M | 14,363 | Trimmed |
| 17 | INGALLS & SNYDER LLC | $1.5M | 14,302 | Added |
| 18 | Avestar Capital, LLC | $1.5M | 14,263 | Trimmed |
| 19 | CSS LLC/IL | $1.5M | 13,836 | Hold |
| 20 | Gotham Asset Management, LLC | $1.3M | 12,607 | Hold |
| 21 | Maridea Wealth Management LLC | $1.1M | 10,820 | Trimmed |
| 22 | Royal Bank of Canada | $1.1M | 10,268 | Added |
| 23 | Arkadios Wealth Advisors | $946,727 | 8,991 | Added |
| 24 | JONES FINANCIAL COMPANIES LLLP | $844,333 | 7,949 | Added |
| 25 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $781,780 | 7,424 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30