Who Owns WISDOMTREE (DFJ)? -- Institutional Holders (2026-06-30)

Name: WISDOMTREE (DFJ) Institutional Holders (2026-06-30)
Creator: ko.io

90 institutions reported holding $184.8M of WISDOMTREE (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

来源：SEC 13F 申报文件 · 截至 2026-06-30