Vault-13

WISDOMTREE TR DFJ

JP SMALLCP DIV · ETP · CUSIP 97717W836

79 institutional holders -3 vs Q1 2026
1,759,0851.8m shares reported held*
$184.8mreported value*
9 new 22 added 18 reduced 13 sold out net sold ≈ $7.6m (-66.9k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($5.7k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $105.07.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 44Q4 22: 47Q1 23: 49Q2 23: 46Q3 23: 51Q4 23: 76Q1 24: 61Q2 24: 61Q3 24: 63Q4 24: 62Q1 25: 61Q2 25: 64Q3 25: 73Q4 25: 72Q1 26: 82Q2 26: 7979Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202244
Q4 202247
Q1 202349
Q2 202346
Q3 202351
Q4 202376
Q1 202461
Q2 202461
Q3 202463
Q4 202462
Q1 202561
Q2 202564
Q3 202573
Q4 202572
Q1 202682
Q2 202679

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 20 bought or addedQ3 24: 18 cut or sold outQ4 24: 23 bought or addedQ4 24: 25 cut or sold outQ4 24Q1 25: 16 bought or addedQ1 25: 19 cut or sold outQ2 25: 24 bought or addedQ2 25: 14 cut or sold outQ2 25Q3 25: 27 bought or addedQ3 25: 20 cut or sold outQ4 25: 24 bought or addedQ4 25: 22 cut or sold outQ4 25Q1 26: 34 bought or addedQ1 26: 24 cut or sold outQ2 26: 31 bought or addedQ2 26: 31 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20242018
Q4 20242325
Q1 20251619
Q2 20252414
Q3 20252720
Q4 20252422
Q1 20263424
Q2 20263131

Biggest buyers

Apollon Wealth Management, LLC New +51,863+51.9k
Guardian Partners Inc. New +26,900+26.9k
BANK OF AMERICA CORP /DE/ Added +12,799+12.8k
WELLS FARGO & COMPANY/MN Added +12,477+12.5k
INGALLS & SNYDER LLC Added +11,570+11.6k
Coppell Advisory Solutions LLC New +10,397+10.4k
RAYMOND JAMES FINANCIAL INC Added +6,380+6.4k
FMR LLC Added +5,775+5.8k
LPL Financial LLC Added +3,662+3.7k
ROYAL BANK OF CANADA Added +3,054+3.1k

Biggest sellers

Motley Fool Wealth Management, LLC Sold out -87,789-87.8k
FLOW TRADERS U.S. LLC Sold out -39,278-39.3k
MORGAN STANLEY Reduced -24,008-24.0k
Sankala Group LLC Reduced -19,726-19.7k
Bank of New York Mellon Corp Sold out -14,703-14.7k
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD Sold out -7,100-7.1k
Virtu Financial LLC Sold out -5,391-5.4k
JANE STREET GROUP, LLC Sold out -4,996-5.0k
RITHOLTZ WEALTH MANAGEMENT Sold out -4,055-4.1k
Barry Investment Advisors, LLC Reduced -2,848-2.8k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FMR LLC 0.00% of their portfolio BOSTON, MA 392,360392.4k $41.3m $41.3m 0.00% Added +5.8k +5,775
2 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 218,541218.5k $23.0m $23.0m 0.01% Added +6.4k +6,380
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 218,221218.2k $23.0m $23.0m 0.00% Reduced -24.0k -24,008
4 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 140,692140.7k $14.8m $14.8m 0.00% Added +12.5k +12,477
5 Vontobel Holding Ltd. 0.03% of their portfolio ZURICH, V8 82,18082.2k $8.7m $8.7m 0.03% Added +788 +788
6 Barry Investment Advisors, LLC 1.81% of their portfolio NEW BEDFORD, MA 82,11482.1k $8.6m $8.6m 1.81% Reduced -2.8k -2,848
7 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 63,54363.5k $6.7m $6.7m 0.00% Added +12.8k +12,799
8 SACHEM HILL LLC 1.03% of their portfolio DENVER, CO 54,93954.9k $5.8m $5.8m 1.03% Reduced -2.0k -2,017
9 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 54,00954.0k $5.7m $5.7m 0.00% Added +3.7k +3,662
10 SCHWERIN BOYLE CAPITAL MANAGEMENT INC 0.68% of their portfolio SPRINGFIELD, MA 52,33652.3k $5.5m $5.5m 0.68% Unchanged
11 Apollon Wealth Management, LLC 0.07% of their portfolio MOUNT PLEASANT, SC 51,86351.9k $5.5m $5.5m 0.07% New
12 EXCHANGE TRADED CONCEPTS, LLC 0.02% of their portfolio Oklahoma City, OK 47,19147.2k $5.0m $5.0m 0.02% Added +1.8k +1,800
13 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 41,68241.7k $4.4m $4.4m 0.00% Reduced -2.8k -2,764
14 UBS Group AG 0.00% of their portfolio ZURICH, V8 39,04639.0k $4.1m $4.1m 0.00% Added +2.4k +2,355
15 Guardian Partners Inc. 0.26% of their portfolio TORONTO, Z4 26,90026.9k $2.8m $2.8m 0.26% New
16 Sankala Group LLC 1.08% of their portfolio LYONS, CO 14,36314.4k $1.6m $1.6m 1.08% Reduced -19.7k -19,726
17 INGALLS & SNYDER LLC 0.04% of their portfolio NEW YORK, NY 14,30214.3k $1.5m $1.5m 0.04% Added +11.6k +11,570
18 Avestar Capital, LLC 0.09% of their portfolio New York, NY 14,26314.3k $1.5m $1.5m 0.09% Reduced -1.5k -1,544
19 CSS LLC/IL 0.06% of their portfolio CHICAGO, IL 13,83613.8k $1.5m $1.5m 0.06% Unchanged
20 Gotham Asset Management, LLC 0.00% of their portfolio NEW YORK, NY 12,60712.6k $1.3m $1.3m 0.00% Unchanged
21 Maridea Wealth Management LLC 0.12% of their portfolio BROOKLYN, NY 10,82010.8k $1.1m $1.1m 0.12% Reduced -518 -518
22 Coppell Advisory Solutions LLC 0.05% of their portfolio COPPELL, TX 10,39710.4k $573.2k $573.2k 0.05% New
23 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 10,26810.3k $1.1m $1.1m 0.00% Added +3.1k +3,054
24 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 8,9919.0k $946.7k $946.7k 0.01% Added +3 +3
25 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 7,9497.9k $844.3k $844.3k 0.00% Added +969 +969
26 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.09% of their portfolio CONCORD, MA 7,4247.4k $781.8k $781.8k 0.09% Reduced -135 -135
27 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 7,1847.2k $756.5k $756.5k 0.00% Reduced -500 -500
28 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 7,1247.1k $750.2k $750.2k 0.00% Reduced -89 -89
29 ROBERTS GLORE & CO INC /IL/ 0.13% of their portfolio DEERFIELD, IL 5,1225.1k $539.3k $539.3k 0.13% Added +2 +2
30 3EDGE Asset Management, LP 0.02% of their portfolio Naples, FL 4,9004.9k $516.0k $516.0k 0.02% Reduced -14 -14
31 Cornerstone Capital, Inc. 0.04% of their portfolio Palo Alto, CA 4,1624.2k $438.3k $438.3k 0.04% Reduced -200 -200
32 Essential Partners LLC 0.19% of their portfolio RANCHO SANTA FE, CA 3,8883.9k $409.4k $409.4k 0.19% Added +935 +935
33 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 3,8333.8k $403.6k $403.6k 0.00% Added +8 +8
34 Core Wealth Partners LLC 0.16% of their portfolio SANTA ROSA, CA 3,5003.5k $368.6k $368.6k 0.16% Unchanged
35 MEITAV INVESTMENT HOUSE LTD 0.00% of their portfolio BENE-BERAQ, L3 3,1703.2k $333.8k $333.8k 0.00% Unchanged
36 E&G Advisors, LLC 0.06% of their portfolio HOUSTON, TX 2,8642.9k $301.6k $301.6k 0.06% Unchanged
37 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 2,7422.7k $288.8k $288.8k 0.00% New
38 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 2,4562.5k $258.6k $258.6k 0.00% Added +29 +29
39 Walkner Condon Financial Advisors LLC 0.03% of their portfolio MADISON, WI 2,3102.3k $243.3k $243.3k 0.03% Added +43 +43
40 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 2,0152.0k $212.2k $212.2k 0.00% Unchanged
41 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 1,9161.9k $201.8k $201.8k 0.00% Reduced -131 -131
42 Owl Creek Wealth Partners LLC 0.05% of their portfolio DENVER, CO 1,7681.8k $186.2k $186.2k 0.05% Added +199 +199
43 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 1,3121.3k $138.2k $138.2k 0.00% Reduced -843 -843
44 HM PAYSON & CO 0.00% of their portfolio PORTLAND, ME 1,0001.0k $105.3k $105.3k 0.00% Unchanged
45 Smithfield Trust Co 0.00% of their portfolio PITTSBURGH, PA 925925 $97.0k $97.0k 0.00% Unchanged
46 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 838838 $88.2k $88.2k 0.00% Added +5 +5
47 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 637637 $67.1k $67.1k 0.00% Added +5 +5
48 Hanson & Doremus Investment Management 0.01% of their portfolio BURLINGTON, VT 620620 $65.0k $65.0k 0.01% Unchanged
49 BESSEMER GROUP INC 0.00% of their portfolio WOODBRIDGE, NJ 412412 $43.0k $43.0k 0.00% Unchanged
50 BlackRock, Inc. 0.00% of their portfolio New York, NY 380380 $40.0k $40.0k 0.00% Unchanged
51 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 379379 $39.9k $39.9k 0.00% Added +77 +77
52 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 313313 $33.0k $33.0k 0.00% Unchanged
53 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 250250 $26.2k $26.2k 0.00% Unchanged
54 NBH Bank 0.01% of their portfolio GREENWOOD VILLAGE, CO 250250 $26.3k $26.3k 0.01% First filing
55 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 236236 $24.9k $24.9k 0.00% Unchanged
56 Dunhill Financial, LLC 0.00% of their portfolio LONDON, X0 200200 $21.1k $21.1k 0.00% Unchanged
57 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 180180 $19.0k $19.0k 0.00% Reduced -19 -19
58 NBT BANK, N.A. 0.00% of their portfolio NORWICH, NY 153153 $16.1k $16.1k 0.00% Unchanged
59 TSFG, LLC 0.00% of their portfolio LAKE FOREST, IL 124124 $13.0k $13.0k 0.00% Reduced -25 -25
60 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 122122 $12.8k $12.8k 0.00% Unchanged
61 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 120120 $12.6k $12.6k 0.00% Unchanged
62 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 110110 $11.6k $11.6k 0.00% Reduced -64 -64
63 Ashton Thomas Private Wealth, LLC 0.00% of their portfolio SCOTTSDALE, AZ 107107 $11.3k $11.3k 0.00% Unchanged
64 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 8787 $9.2k $9.2k 0.00% Unchanged
65 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 8585 $9.0k $9.0k 0.00% Unchanged
66 BLUELINE ADVISORS LLC 0.00% of their portfolio EXETER, NH 7373 $5.3k $5.3k 0.00% New
67 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 6969 $7.3k $7.3k 0.00% Reduced -3 -3
68 Bogart Wealth, LLC 0.00% of their portfolio MCLEAN, VA 6464 $6.7k $6.7k 0.00% Added +1 +1
69 Buck Wealth Strategies, LLC 0.00% of their portfolio DENVER, CO 6363 $6.6k $6.6k 0.00% New
70 Asset Dedication, LLC 0.00% of their portfolio SAN FRANCISCO, CA 5050 $5.3k $5.3k 0.00% Unchanged
71 1620 INVESTMENT ADVISORS, INC. 0.00% of their portfolio PLYMOUTH, MA 5050 $5.3k $5.3k 0.00% Unchanged
72 Your Advocates Ltd., LLP 0.00% of their portfolio HOUSTON, TX 4949 $5.2k $5.2k 0.00% Unchanged
73 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 4242 $4.4k $4.4k 0.00% New
74 Golden State Wealth Management, LLC 0.00% of their portfolio SANTA ANA, CA 2222 $2.4k $2.4k 0.00% Unchanged
75 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 1212 $1.3k $1.3k 0.00% New
76 Planning Strategies Inc. 0.00% of their portfolio LANCASTER, PA 77 $737 $737 0.00% First filing
77 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 44 $421 $421 0.00% Unchanged
78 Luminist Capital LLC 0.00% of their portfolio GRAND RAPIDS, MI 22 $211 $211 0.00% New
79 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 11 $105 $105 0.00% Unchanged