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Wisdomtree JPN S/C DVD Fund (DFJ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Vontobel Holding Ltd.
DECREASED
Shares81,123 from 82,180
Change-1,057 (-1%)
Value$9.4M (+$753.9K)
Filed 2026-10-16
Guardian Partners Inc.
INCREASED
Shares71,700 from 26,900
Change+44,800 (+167%)
Value$8.3M (+$5.5M)
Filed 2026-10-21
Barry Investment Advisors, LLC
DECREASED
Shares69,841 from 82,114
Change-12,273 (-15%)
Value$8.1M (-$547.6K)
Filed 2026-10-14
LPL Financial LLC
INCREASED
Shares64,909 from 54,009
Change+10,900 (+20%)
Value$7.5M (+$1.8M)
Filed 2026-11-06
Sachem Hill LLC
DECREASED
Shares54,022 from 54,939
Change-917 (-2%)
Value$6.3M (+$479.6K)
Filed 2026-10-14
Exchange Traded Concepts, LLC
INCREASED
Shares47,281 from 47,191
Change+90 (+0%)
Value$5.5M (+$513.7K)
Filed 2026-10-28
HighTower Advisors, LLC
DECREASED
Shares41,506 from 41,682
Change-176 (0%)
Value$4.8M (+$424.2K)
Filed 2026-11-10
Apollon Wealth Management, LLC
DECREASED
Shares37,294 from 51,863
Change-14,569 (-28%)
Value$4.3M (-$1.1M)
Filed 2026-10-23
Sankala Group LLC
INCREASED
Shares14,395 from 14,363
Change+32 (+0%)
Value$1.7M (+$48.6K)
Filed 2026-11-09
Avestar Capital, LLC
UNCHANGED
Shares14,263 from 14,263
Change0 (0%)
Value$1.7M (+$152.1K)
Filed 2026-10-28
Bank of New York Mellon Corp
NEW
Shares11,574
Change+11,574
Value$1.3M
Filed 2026-11-05
McCarley & Cook Financial Planners
INCREASED
Shares5,066 from 5,063
Change+3 (+0%)
Value$587.5K (+$54.3K)
Filed 2026-10-21
3Edge Asset Management, LP
UNCHANGED
Shares4,900 from 4,900
Change0 (0%)
Value$568.3K (+$52.3K)
Filed 2026-10-30
Cornerstone Capital, Inc.
UNCHANGED
Shares4,162 from 4,162
Change0 (0%)
Value$482.7K (+$44.4K)
Filed 2026-11-10
Essential Partners LLC
INCREASED
Shares3,963 from 3,888
Change+75 (+2%)
Value$459.5K (+$50.2K)
Filed 2026-10-14
Core Wealth Partners LLC
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$405.9K (+$37.3K)
Filed 2026-11-02
Meitav Investment House LTD
UNCHANGED
Shares3,170 from 3,170
Change0 (0%)
Value$367.6K (+$33.8K)
Filed 2026-10-28
E&G Advisors, LLC
DECREASED
Shares2,842 from 2,864
Change-22 (-1%)
Value$329.6K (+$28.0K)
Filed 2026-10-13
PNC Financial Services Group, Inc.
UNCHANGED
Shares2,015 from 2,015
Change0 (0%)
Value$233.7K (+$21.5K)
Filed 2026-11-06
Owl Creek Wealth Partners LLC
UNCHANGED
Shares1,768 from 1,768
Change0 (0%)
Value$205.0K (+$18.9K)
Filed 2026-10-20
Smithfield Trust Co
UNCHANGED
Shares925 from 925
Change0 (0%)
Value$107 (-$96.9K)
Filed 2026-11-09
Larson Financial Group LLC
INCREASED
Shares638 from 637
Change+1 (+0%)
Value$74.0K (+$6.8K)
Filed 2026-11-05
Hanson & Doremus Investment Management
UNCHANGED
Shares620 from 620
Change0 (0%)
Value$72 (-$64.9K)
Filed 2026-10-16
Bessemer Group Inc
UNCHANGED
Shares412 from 412
Change0 (0%)
Value$48 (-$43.0K)
Filed 2026-11-09
NBH Bank
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$29.0K (+$2.7K)
Filed 2026-11-05
AlphaCore Capital LLC
NEW
Shares183
Change+183
Value$21.2K
Filed 2026-11-04
SBI Securities Co., Ltd.
DECREASED
Shares168 from 180
Change-12 (-7%)
Value$19.5K (+$528)
Filed 2026-10-22
Allworth Financial LP
UNCHANGED
Shares122 from 122
Change0 (0%)
Value$12.8K ($0)
Filed 2026-11-06
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$12.4K (+$1.1K)
Filed 2026-11-03
Farther Finance Advisors, LLC
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$9.9K (+$906)
Filed 2026-10-08
Your Advocates Ltd., LLP
INCREASED
Shares76 from 49
Change+27 (+55%)
Value$8.8K (+$3.7K)
Filed 2026-11-03
Asset Dedication, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$5.8K (+$533)
Filed 2026-11-03
1620 Investment Advisors, Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$5.8K (+$534)
Filed 2026-11-04
Buck Wealth Strategies, LLC
DECREASED
Shares41 from 63
Change-22 (-35%)
Value$4.7K (-$1.9K)
Filed 2026-10-28
Golden State Wealth Management, LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$2.6K (+$243)
Filed 2026-11-02
Assetmark, Inc
NEW
Shares12
Change+12
Value$1.4K
Filed 2026-10-21
Planning Strategies Inc.
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$812 (+$75)
Filed 2026-10-02
CoreCap Advisors, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$464 (+$43)
Filed 2026-10-08
Walkner Condon Financial Advisors LLC
CLOSED
Shares0 from 2,310
Change-2,310 (-100%)
Value$0 (-$243.3K)
Filed 2026-11-02
Fifth Third Bancorp
CLOSED
Shares0 from 236
Change-236 (-100%)
Value$0 (-$24.9K)
Filed 2026-11-05
NBT Bank, N.A.
CLOSED
Shares0 from 153
Change-153 (-100%)
Value$0 (-$16.1K)
Filed 2026-10-21
Tsfg, LLC
CLOSED
Shares0 from 124
Change-124 (-100%)
Value$0 (-$13.0K)
Filed 2026-10-23
Blueline Advisors LLC
CLOSED
Shares0 from 73
Change-73 (-100%)
Value$0 (-$5.3K)
Filed 2026-10-15
FMR LLC
N/A
Shares— from 392,360
Change-392,360 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 218,541
Change-218,541 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 218,221
Change-218,221 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 140,692
Change-140,692 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 63,543
Change-63,543 (-100%)
Value—
Schwerin Boyle Capital Management Inc
N/A
Shares— from 52,336
Change-52,336 (-100%)
Value—
UBS Group AG
N/A
Shares— from 39,046
Change-39,046 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 14,302
Change-14,302 (-100%)
Value—
CSS LLC
N/A
Shares— from 13,836
Change-13,836 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 12,607
Change-12,607 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 10,820
Change-10,820 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 10,397
Change-10,397 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 10,268
Change-10,268 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 8,991
Change-8,991 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 7,949
Change-7,949 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 7,424
Change-7,424 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 7,184
Change-7,184 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 7,124
Change-7,124 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 5,122
Change-5,122 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 3,833
Change-3,833 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 2,742
Change-2,742 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 2,456
Change-2,456 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,916
Change-1,916 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,312
Change-1,312 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 838
Change-838 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 745
Change-745 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 380
Change-380 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 379
Change-379 (-100%)
Value—
Blair William & Co
N/A
Shares— from 313
Change-313 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 250
Change-250 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 120
Change-120 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 87
Change-87 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 69
Change-69 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Vontobel Holding Ltd.
DECREASED81,12382,180-1,057-1%$8.7M$9.4M+$753.9K2026-10-16
Guardian Partners Inc.
INCREASED71,70026,900+44,800+167%$2.8M$8.3M+$5.5M2026-10-21
Barry Investment Advisors, LLC
DECREASED69,84182,114-12,273-15%$8.6M$8.1M-$547.6K2026-10-14
LPL Financial LLC
INCREASED64,90954,009+10,900+20%$5.7M$7.5M+$1.8M2026-11-06
Sachem Hill LLC
DECREASED54,02254,939-917-2%$5.8M$6.3M+$479.6K2026-10-14
Exchange Traded Concepts, LLC
INCREASED47,28147,191+90+0%$5.0M$5.5M+$513.7K2026-10-28
HighTower Advisors, LLC
DECREASED41,50641,682-1760%$4.4M$4.8M+$424.2K2026-11-10
Apollon Wealth Management, LLC
DECREASED37,29451,863-14,569-28%$5.5M$4.3M-$1.1M2026-10-23
Sankala Group LLC
INCREASED14,39514,363+32+0%$1.6M$1.7M+$48.6K2026-11-09
Avestar Capital, LLC
UNCHANGED14,26314,26300%$1.5M$1.7M+$152.1K2026-10-28
Bank of New York Mellon Corp
NEW11,574—+11,574——$1.3M—2026-11-05
McCarley & Cook Financial Planners
INCREASED5,0665,063+3+0%$533.1K$587.5K+$54.3K2026-10-21
3Edge Asset Management, LP
UNCHANGED4,9004,90000%$516.0K$568.3K+$52.3K2026-10-30
Cornerstone Capital, Inc.
UNCHANGED4,1624,16200%$438.3K$482.7K+$44.4K2026-11-10
Essential Partners LLC
INCREASED3,9633,888+75+2%$409.4K$459.5K+$50.2K2026-10-14
Core Wealth Partners LLC
UNCHANGED3,5003,50000%$368.6K$405.9K+$37.3K2026-11-02
Meitav Investment House LTD
UNCHANGED3,1703,17000%$333.8K$367.6K+$33.8K2026-10-28
E&G Advisors, LLC
DECREASED2,8422,864-22-1%$301.6K$329.6K+$28.0K2026-10-13
PNC Financial Services Group, Inc.
UNCHANGED2,0152,01500%$212.2K$233.7K+$21.5K2026-11-06
Owl Creek Wealth Partners LLC
UNCHANGED1,7681,76800%$186.2K$205.0K+$18.9K2026-10-20
Smithfield Trust Co
UNCHANGED92592500%$97.0K$107-$96.9K2026-11-09
Larson Financial Group LLC
INCREASED638637+1+0%$67.1K$74.0K+$6.8K2026-11-05
Hanson & Doremus Investment Management
UNCHANGED62062000%$65.0K$72-$64.9K2026-10-16
Bessemer Group Inc
UNCHANGED41241200%$43.0K$48-$43.0K2026-11-09
NBH Bank
UNCHANGED25025000%$26.3K$29.0K+$2.7K2026-11-05
AlphaCore Capital LLC
NEW183—+183——$21.2K—2026-11-04
SBI Securities Co., Ltd.
DECREASED168180-12-7%$19.0K$19.5K+$5282026-10-22
Allworth Financial LP
UNCHANGED12212200%$12.8K$12.8K$02026-11-06
Ashton Thomas Private Wealth, LLC
UNCHANGED10710700%$11.3K$12.4K+$1.1K2026-11-03
Farther Finance Advisors, LLC
UNCHANGED858500%$9.0K$9.9K+$9062026-10-08
Your Advocates Ltd., LLP
INCREASED7649+27+55%$5.2K$8.8K+$3.7K2026-11-03
Asset Dedication, LLC
UNCHANGED505000%$5.3K$5.8K+$5332026-11-03
1620 Investment Advisors, Inc.
UNCHANGED505000%$5.3K$5.8K+$5342026-11-04
Buck Wealth Strategies, LLC
DECREASED4163-22-35%$6.6K$4.7K-$1.9K2026-10-28
Golden State Wealth Management, LLC
UNCHANGED222200%$2.4K$2.6K+$2432026-11-02
Assetmark, Inc
NEW12—+12——$1.4K—2026-10-21
Planning Strategies Inc.
UNCHANGED7700%$737$812+$752026-10-02
CoreCap Advisors, LLC
UNCHANGED4400%$421$464+$432026-10-08
Walkner Condon Financial Advisors LLC
CLOSED02,310-2,310-100%$243.3K$0-$243.3K2026-11-02
Fifth Third Bancorp
CLOSED0236-236-100%$24.9K$0-$24.9K2026-11-05
NBT Bank, N.A.
CLOSED0153-153-100%$16.1K$0-$16.1K2026-10-21
Tsfg, LLC
CLOSED0124-124-100%$13.0K$0-$13.0K2026-10-23
Blueline Advisors LLC
CLOSED073-73-100%$5.3K$0-$5.3K2026-10-15
FMR LLC
N/A—392,360-392,360-100%$41.3M———
Raymond James Financial Inc
N/A—218,541-218,541-100%$23.0M———
Morgan Stanley
N/A—218,221-218,221-100%$23.0M———
Wells Fargo & Company
N/A—140,692-140,692-100%$14.8M———
Bank of America Corp
N/A—63,543-63,543-100%$6.7M———
Schwerin Boyle Capital Management Inc
N/A—52,336-52,336-100%$5.5M———
UBS Group AG
N/A—39,046-39,046-100%$4.1M———
Ingalls & Snyder LLC
N/A—14,302-14,302-100%$1.5M———
CSS LLC
N/A—13,836-13,836-100%$1.5M———
Gotham Asset Management, LLC
N/A—12,607-12,607-100%$1.3M———
Maridea Wealth Management LLC
N/A—10,820-10,820-100%$1.1M———
Coppell Advisory Solutions LLC
N/A—10,397-10,397-100%$573.2K———
Royal Bank of Canada
N/A—10,268-10,268-100%$1.1M———
Arkadios Wealth Advisors
N/A—8,991-8,991-100%$946.7K———
Jones Financial Companies Lllp
N/A—7,949-7,949-100%$844.3K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—7,424-7,424-100%$781.8K———
Beacon Pointe Advisors, LLC
N/A—7,184-7,184-100%$756.5K———
Cetera Investment Advisers
N/A—7,124-7,124-100%$750.2K———
Roberts Glore & Co Inc
N/A—5,122-5,122-100%$539.3K———
AQR Capital Management LLC
N/A—3,833-3,833-100%$403.6K———
Marshall Wace, LLP
N/A—2,742-2,742-100%$288.8K———
Brown Advisory Inc
N/A—2,456-2,456-100%$258.6K———
Rockefeller Capital Management L.P.
N/A—1,916-1,916-100%$201.8K———
O'shaughnessy Asset Management, LLC
N/A—1,312-1,312-100%$138.2K———
HM Payson & Co
N/A—1,000-1,000-100%$105.3K———
Northwestern Mutual Wealth Management Co
N/A—838-838-100%$88.2K———
BFC Planning, Inc.
N/A—745-745-100%$78.5K———
BlackRock, Inc.
N/A—380-380-100%$40.0K———
Osaic Holdings, Inc.
N/A—379-379-100%$39.9K———
Blair William & Co
N/A—313-313-100%$33.0K———
National Bank of Canada
N/A—250-250-100%$26.2K———
Dunhill Financial, LLC
N/A—200-200-100%$21.1K———
Federation des caisses Desjardins du Quebec
N/A—120-120-100%$12.6K———
AE Wealth Management LLC
N/A—110-110-100%$11.6K———
JPMorgan Chase & Co
N/A—87-87-100%$9.2K———
Qube Research & Technologies Ltd
N/A—69-69-100%$7.3K———
Bogart Wealth, LLC
N/A—64-64-100%$6.7K———
Ameritas Advisory Services, LLC
N/A—42-42-100%$4.4K———
Luminist Capital LLC
N/A—2-2-100%$211———
Huntington National Bank
N/A—1-1-100%$105———
Showing 83 of 83 institutions