Who Owns WISDOMTREE TR (DFJ)? -- Institutional Holders (2026-06-30)
32 institutions reported holding $35.5M of WISDOMTREE TR (DFJ) in SEC 13F filings for 2026-06-30. Largest institutional holders: Vontobel Holding Ltd. ($8.7M), Barry Investment Advisors, LLC ($8.6M), Apollon Wealth Management, LLC ($5.5M), EXCHANGE TRADED CONCEPTS, LLC ($5.0M), Guardian Partners Inc. ($2.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Vontobel Holding Ltd. | $8.7M | 82,180 | Added |
| 2 | Barry Investment Advisors, LLC | $8.6M | 82,114 | Trimmed |
| 3 | Apollon Wealth Management, LLC | $5.5M | 51,863 | New |
| 4 | EXCHANGE TRADED CONCEPTS, LLC | $5.0M | 47,191 | Added |
| 5 | Guardian Partners Inc. | $2.8M | 26,900 | New |
| 6 | Avestar Capital, LLC | $1.5M | 14,263 | Trimmed |
| 7 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $781,780 | 7,424 | Trimmed |
| 8 | 3EDGE Asset Management, LP | $515,995 | 4,900 | Trimmed |
| 9 | Cornerstone Capital, Inc. | $438,279 | 4,162 | Trimmed |
| 10 | Core Wealth Partners LLC | $368,568 | 3,500 | Hold |
| 11 | MEITAV INVESTMENT HOUSE LTD | $333,817 | 3,170 | Hold |
| 12 | E&G Advisors, LP | $301,593 | 2,864 | Hold |
| 13 | Walkner Condon Financial Advisors LLC | $243,255 | 2,310 | Added |
| 14 | Owl Creek Wealth Partners LLC | $186,180 | 1,768 | Added |
| 15 | HM PAYSON & CO | $105,305 | 1,000 | Hold |
| 16 | Hanson & Doremus Investment Management | $65,000 | 620 | Hold |
| 17 | SBI Securities Co., Ltd. | $18,955 | 180 | Trimmed |
| 18 | NBT BANK N A /NY | $16,112 | 153 | Hold |
| 19 | TSFG, LLC | $13,000 | 124 | Trimmed |
| 20 | AE Wealth Management LLC | $11,583 | 110 | Trimmed |
| 21 | Ashton Thomas Private Wealth, LLC | $11,256 | 107 | Hold |
| 22 | Farther Finance Advisors, LLC | $8,951 | 85 | Hold |
| 23 | Bogart Wealth, LLC | $6,747 | 64 | Added |
| 24 | Buck Wealth Strategies, LLC | $6,622 | 63 | New |
| 25 | BLUELINE ADVISORS LLC | $5,276 | 73 | New |
Source: SEC Form 13F filings · as of 2026-06-30