Who Owns WisdomTree Japan SmallCap Dividend Fund (DFJ)?Hedge Fund & Institutional Holders

$100.15-0.91 (-0.90%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$7.992813700023e+137T

% of Float Held

—

QoQ Change in Holders

+14 / -2

Price History

$70.93$81.42$91.91$102.39$112.88Sep 24Jun 25Mar 26

DFJ — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Mengis Capital Management, Inc.Increased+14+$91.3M
Barry Investment Advisors, LLCNew Position+85K+$8.2M
SACHEM HILL LLCNew Position+58K+$5.6M
CITADEL ADVISORS LLCNew Position+19K+$1.0M
Bay Colony Advisory Group, Inc d/b/a Bay Colony AdvisorsNew Position+8K+$742K
3EDGE Asset Management, LPNew Position+5K+$450K
Core Wealth Partners LLCNew Position+4K+$337K
E&G Advisors, LPNew Position+3K+$275K
Walkner Condon Financial Advisors LLCNew Position+2K+$236K
HM PAYSON & CONew Position+1K+$96K
Hanson & Doremus Investment ManagementNew Position+620+$60K
CWM, LLCNew Position+220+$21K
SBI Securities Co., Ltd.New Position+213+$20K
AE Wealth Management LLCNew Position+174+$16K
TSFG, LLCNew Position+149+$14K

DFJ — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
RAYMOND JAMES FINANCIAL INCDecreased-826-$20.0B
Motley Fool Wealth Management, LLCDecreased-23K-$13.8B
HighTower Advisors, LLCDecreased-136-$8.7B
LPL Financial LLCDecreased-692-$4.9B
UBS Group AGDecreased-296-$3.2B
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-9K-$854.6M
Beacon Pointe Advisors, LLCDecreased-1K-$725.5M
Compound Planning, Inc.Decreased-1K-$574.2M
O'SHAUGHNESSY ASSET MANAGEMENT, LLCDecreased-521-$521.4M
ROBERTS GLORE & CO INC /IL/Decreased-123-$497.2M
Larson Financial Group LLCDecreased-56-$65.2M
BLAIR WILLIAM & CO/ILDecreased-125-$41.5M
NATIONAL BANK OF CANADA /FI/Decreased-30-$26.5M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-113-$19.0M
MAI Capital ManagementClosed Position-180-$17.1M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Mengis Capital Management, Inc.5,544$799.3M0.14%Share
2FMR LLC386,431$37.0M0.00%Share
3MORGAN STANLEY241,727$23.0M0.00%Share
4RAYMOND JAMES FINANCIAL INC209,556$20.0M0.01%Share
5Motley Fool Wealth Management, LLC122,246$11.0M0.85%Share
6Barry Investment Advisors, LLC85,115$8.2M1.83%Share
7HighTower Advisors, LLC91,199$8.0M0.01%Share
8Vontobel Holding Ltd.82,443$7.0M0.02%Share
9WELLS FARGO & COMPANY/MN69,616$6.0M0.00%Share
10SCHWERIN BOYLE CAPITAL MANAGEMENT INC58,470$5.6M0.62%Share
11SACHEM HILL LLC58,449$5.6M1.09%Share
12WELLS FARGO & COMPANY/MN56,487$5.0M0.00%Share
13LPL Financial LLC50,886$4.0M0.00%Share
14BANK OF AMERICA CORP /DE/49,885$4.0M0.00%Share
15UBS Group AG33,845$3.3M0.00%Share
16S&CO INC20,000$2.9M0.18%Share
17NKCFO LLC20,775$2.0M0.58%Share
18CSS LLC/IL16,146$1.6M0.07%Share
19Gotham Asset Management, LLC12,607$1.0M0.00%Share
20CITADEL ADVISORS LLC18,815$1.0M0.00%Share
21Avestar Capital, LLC15,235$1.0M0.06%Share
22Maridea Wealth Management LLC8,484$817K0.12%Share
23Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors7,712$742K0.09%Share
24Compound Planning, Inc.4,720$454K0.01%Share
253EDGE Asset Management, LP4,671$450K0.02%Share
26Cornerstone Capital, Inc.4,362$420K0.04%Share
27Core Wealth Partners LLC3,500$337K0.15%Share
28Coppell Advisory Solutions LLC3,356$324K0.03%Share
29E&G Advisors, LP2,857$275K0.06%Share
30Walkner Condon Financial Advisors LLC2,457$236K0.03%Share
31HM PAYSON & CO1,000$96K0.00%Share
32Hanson & Doremus Investment Management620$60K0.01%Share
33Compound Planning, Inc.333$32K0.00%Share
34CWM, LLC220$21K0.00%Share
35SBI Securities Co., Ltd.213$20K0.00%Share
36CARDIFF PARK ADVISORS, LLC170$16K0.00%Share
37TSFG, LLC149$14K0.00%Share
38NBT BANK N A /NY153$14K0.00%Share
39Farther Finance Advisors, LLC116$11K0.00%Share
40Allworth Financial LP122$11K0.00%Share
41Bogart Wealth, LLC63$6K0.00%Share
42AE Wealth Management LLC64$6K0.00%Share
43AE Wealth Management LLC54$5K0.00%Share
44AE Wealth Management LLC56$5K0.00%Share
45Asset Dedication, LLC50$4K0.00%Share
461620 INVESTMENT ADVISORS, INC.50$4K0.00%Share
47Golden State Wealth Management, LLC22$2K0.00%Share
48Tradewinds Capital Management, LLC20$1K0.00%Share
49NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO87$1K0.00%Share
50NATIONAL BANK OF CANADA /FI/250$00.00%Share

DFJ Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202571$960.8M+20
Q3 202551$149.5B-8
Q2 202559$127.8B-3
Q1 202562$129.9B+3
Q4 202459$514.8B+10
Q3 202449$84.2T+2
Q2 202447$70.7T+1
Q1 202446$77.8T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold DFJ (WisdomTree Japan SmallCap Dividend Fund). The largest holder is Mengis Capital Management, Inc. with $799.3M in shares. This quarter, 14 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own DFJ?

As of Q4 2025, 50 institutional investors report holding DFJ (WisdomTree Japan SmallCap Dividend Fund) in their 13F filings.

Who is the largest institutional holder of DFJ?

The largest institutional holder of DFJ is Mengis Capital Management, Inc. with $799.3M in shares.

Is institutional ownership of DFJ increasing or decreasing?

This quarter, 14 institutions opened new positions in DFJ and 2 closed their positions.