WISDOMTREE TR

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DFJ·97717W836·US·etf·Unknown - Unknown

JP SMALLCP DIV

DFJ (WISDOMTREE TR) is held by 38 institutional investors as of Q1 2026. Largest holders: FMR LLC ($39.5M), MORGAN STANLEY ($24.7M), RAYMOND JAMES FINANCIAL INC ($21.7M). Net institutional sentiment: Bullish.

38

Holders

Avg rating(6 Elite)

$138.6M

Total Value

68% (38)

Fund Consensus

19 buying - 9 selling

Smart Money Verdict

View all

60Mixed MomentumSingle Source

Institutional (13F)60

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how DFJ's score breaks down across 4 SEC sources

Holder Quality

6

★★★★★

Elite

15

★★★★

Strong

13

★★★

Solid

4

★★

Below

0

★

Weak

Held by 38 funds

6 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (38)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
FMR LLC	Increased	386,585(+0.0%)	$39.5M	0.0%	+43.13%	29
MORGAN STANLEY	Increased	242,229(+0.2%)	$24.7M	0.0%	+44.68%	29
RAYMOND JAMES FINANCIAL INC	Increased	212,161(+1.1%)	$21.7M	0.0%	+43.80%	29
WELLS FARGO & COMPANY/MN	Increased	128,215(+1.7%)	$13.1M	0.0%	+34.08%	28
Vontobel Holding Ltd.	Decreased	81,392(-1.3%)	$8.3M	0.0%	+98.21%	0
BANK OF AMERICA CORP /DE/	Decreased	50,744(-3.0%)	$5.2M	0.0%	+22.24%	0
LPL Financial LLC	Decreased	50,347(-1.1%)	$5.1M	0.0%	+34.89%	0
EXCHANGE TRADED CONCEPTS, LLC	New	45,391	$4.6M	0.0%	+0.50%	37
HighTower Advisors, LLC	Decreased	44,446(-51.3%)	$4.5M	0.0%	+35.20%	0
UBS Group AG	Increased	36,691(+8.4%)	$3.7M	0.0%	+48.35%	29
Bank of New York Mellon Corp	Increased	14,703(+212.6%)	$1.5M	0.0%	+4.32%	41
GAGotham Asset Management, LLC	Unchanged	12,607	$1.3M	0.0%	+20.09%	0
Beacon Pointe Advisors, LLC	Increased	7,684(+22.3%)	$784,230	0.0%	+37.09%	30
Cetera Investment Advisers	Increased	7,213(+35.3%)	$736,169	0.0%	+8.68%	32
ROYAL BANK OF CANADA	Increased	7,214(+83.2%)	$736,000	0.0%	+18.58%	38
JONES FINANCIAL COMPANIES LLLP	Increased	6,980(+42.8%)	$692,058	0.0%	+18.80%	33
JANE STREET GROUP, LLC	New	4,996	$509,892	0.0%	+0.50%	33
AQR CAPITAL MANAGEMENT LLC	New	3,825	$390,380	0.0%	+0.50%	33
CITADEL ADVISORS LLC	Decreased	2,728(-85.5%)	$278,420	0.0%	+10.64%	0
BROWN ADVISORY INC	Unchanged	2,427	$247,726	0.0%	+13.27%	0

Showing 1-20 of 38

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer