WisdomTree Trust - DFJ

Sector: Funds · Industry: ETF / Fund
Website: No information yet · Social: No information yet

Company profile

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Quarter snapshot

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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$174M
QoQ value delta ($000)
+$4.011M (+2.36%)
Implied price effect (QoQ)
+1.76%
Shares
Total shares
1,803,555
QoQ shares delta
+10,639 (+0.59%)
Total shares held by funds (by quarter)

Market chart (DFJ)

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Top holders (Q4 2025)

Top 25 only Full list
Early Q1 2026 data: only 1 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
FMR LLC 37,228 386,433 0.0%
MORGAN STANLEY 23,288 241,728 0.0%
RAYMOND JAMES FINANCIAL INC 20,221 209,895 0.01%
WELLS FARGO & COMPANY/MN 12,148 126,103 0.0%
Motley Fool Wealth Management, LLC 11,777 122,246 0.91%
HighTower Advisors, LLC 8,786 91,199 0.01%
Barry Investment Advisors, LLC 8,199 85,115 1.83%
Vontobel Holding Ltd. 7,942 82,443 0.03%
SCHWERIN BOYLE CAPITAL MANAGEMENT INC 5,633 58,470 0.62%
SACHEM HILL LLC 5,630 58,449 1.09%
BANK OF AMERICA CORP /DE/ 5,041 52,331 0.0%
LPL Financial LLC 4,902 50,886 0.0%
UBS Group AG 3,260 33,845 0.0%
NKCFO LLC 2,001 20,775 0.58%
Sankala Group LLC 1,913 16,951 1.53%
CITADEL ADVISORS LLC 1,812 18,815 0.0%
CSS LLC/IL 1,555 16,146 0.07%
Avestar Capital, LLC 1,467 15,235 0.1%
Gotham Asset Management, LLC 1,214 12,607 0.0%
Arkadios Wealth Advisors 865 8,988 0.02%
Maridea Wealth Management LLC 817 8,484 0.12%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 742 7,712 0.09%
Beacon Pointe Advisors, LLC 605 6,284 0.0%
Cetera Investment Advisers 513 5,333 0.0%
ROBERTS GLORE & CO INC /IL/ 493 5,120 0.13%