Who Owns WISDOMTREE TR (DFJ)? -- Institutional Holders (2026-03-31)
89 institutions reported holding $186.6M of WISDOMTREE TR (DFJ) in SEC 13F filings for 2026-03-31. Largest institutional holders: FMR LLC ($39.5M), MORGAN STANLEY ($24.7M), RAYMOND JAMES FINANCIAL INC ($21.7M), WELLS FARGO & COMPANY/MN ($13.1M), Motley Fool Wealth Management, LLC ($9.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | FMR LLC | $39.5M | 386,585 | Added |
| 2 | MORGAN STANLEY | $24.7M | 242,229 | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $21.7M | 212,161 | Added |
| 4 | WELLS FARGO & COMPANY/MN | $13.1M | 128,215 | Added |
| 5 | Motley Fool Wealth Management, LLC | $9.0M | 87,789 | Trimmed |
| 6 | Barry Investment Advisors, LLC | $8.7M | 84,962 | Trimmed |
| 7 | Vontobel Holding Ltd. | $8.3M | 81,392 | Trimmed |
| 8 | SACHEM HILL LLC | $5.8M | 56,956 | Trimmed |
| 9 | SCHWERIN BOYLE CAPITAL MANAGEMENT INC | $5.3M | 52,336 | Trimmed |
| 10 | BANK OF AMERICA CORP /DE/ | $5.2M | 50,744 | Trimmed |
| 11 | LPL Financial LLC | $5.1M | 50,347 | Trimmed |
| 12 | EXCHANGE TRADED CONCEPTS, LLC | $4.6M | 45,391 | New |
| 13 | HighTower Advisors, LLC | $4.5M | 44,446 | Trimmed |
| 14 | FLOW TRADERS U.S. LLC | $4.0M | 39,278 | New |
| 15 | UBS Group AG | $3.7M | 36,691 | Added |
| 16 | Sankala Group LLC | $3.6M | 34,089 | Added |
| 17 | Avestar Capital, LLC | $1.6M | 15,807 | Added |
| 18 | Bank of New York Mellon Corp | $1.5M | 14,703 | Added |
| 19 | CSS LLC/IL | $1.4M | 13,836 | Trimmed |
| 20 | Gotham Asset Management, LLC | $1.3M | 12,607 | Hold |
| 21 | Maridea Wealth Management LLC | $1.2M | 11,338 | Added |
| 22 | Arkadios Wealth Advisors | $917,225 | 8,988 | Hold |
| 23 | Beacon Pointe Advisors, LLC | $784,230 | 7,684 | Added |
| 24 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $771,467 | 7,559 | Trimmed |
| 25 | Cetera Investment Advisers | $736,169 | 7,213 | Added |
Source: SEC Form 13F filings · as of 2026-03-31