WisdomTree Japan SmallCap Dividend Fund (DFJ) Institutional Ownership

$75.52
+1.59 (+2.15%)
(As of 05/2/2024 ET)

Institutional Ownership Changes (13F Filings) for WisdomTree Japan SmallCap Dividend Fund (NYSEARCA:DFJ)

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$111.44M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$1.61M
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DFJ Institutional Buying and Selling by Quarter

WisdomTree Japan SmallCap Dividend Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2024 Hartline Investment Corp6,610$511K0.1%N/A0.207%
4/22/2024 Raymond James & Associates186,466$14.41M0.0%+5.7%5.827%
4/18/2024 Barry Investment Advisors LLC75,683$5.85M1.9%+2.6%2.803%
4/15/2024 Schoolcraft Capital LLC67,791$5.24M1.2%-4.9%2.511%
4/13/2024 Wallace Advisory Group LLC18,380$1.38M1.0%N/A0.681%
4/9/2024 Mather Group LLC.4,183$313K0.0%-16.6%0.155%
2/15/2024Financial Network Wealth Advisors LLC7,356$551K0.6%N/A0.272%
2/9/2024Orion Portfolio Solutions LLC38,856$2.90M0.0%N/A1.439%
2/9/2024 Cambridge Investment Research Advisors Inc.50,918$3.81M0.0%N/A1.886%
2/9/2024 Barry Investment Advisors LLC73,744$5.53M1.9%+10.8%2.731%
2/8/2024Beacon Pointe Advisors LLC13,350$1M0.0%N/A0.494%
2/6/2024Eldridge Investment Advisors Inc.15,400$1.15M0.3%N/A0.570%
2/5/2024 Mather Group LLC.5,017$376K0.0%N/A0.186%
2/5/2024Matrix Trust Co2,162$162K0.0%N/A0.080%
2/5/2024Alliance Wealth Advisors LLC UT21,600$1.62M0.5%N/A0.800%
2/2/2024Motley Fool Wealth Management LLC281,571$21.07M1.1%-1.0%10.429%
1/30/2024Vontobel Holding Ltd.80,778$6.05M0.0%-1.0%2.992%
1/29/2024 Schoolcraft Capital LLC71,320$5.34M1.3%+0.7%2.641%
1/26/2024Cerity Partners LLC42,542$3.19M0.0%N/A1.576%
1/25/2024 Strategic Blueprint LLC5,186$388K0.0%N/A0.192%
1/23/2024Regency Capital Management Inc. DE23,261$1.74M1.1%N/A0.862%
1/16/20243EDGE Asset Management LP948,290$71.03M5.5%+4,081.5%35.122%
1/16/2024 Portside Wealth Group LLC38,867$2.91M0.5%N/A1.440%
1/16/2024 Raymond James & Associates176,367$13.21M0.0%+8.2%6.532%
1/12/2024 Fortitude Family Office LLC508$38K0.0%N/A0.019%
1/12/2024 Paragon Capital Management Ltd4,000$300K0.1%-7.0%0.148%
1/11/2024Baker Tilly Wealth Management LLC13,938$1.04M0.2%N/A0.516%
1/10/2024Dfpg Investments LLC5,787$428K0.0%N/A0.214%
1/3/2024EisnerAmper Wealth Management Corporate Benefits LLC24,496$1.84M0.7%N/A0.907%
11/13/2023Stifel Financial Corp51,347$3.54M0.0%+106.9%1.902%
11/13/2023LPL Financial LLC49,386$3.41M0.0%+139.4%1.829%
11/7/2023Nkcfo LLC24,550$1.69M0.9%N/A0.909%
10/26/2023 Schoolcraft Capital LLC70,853$4.89M1.4%-0.8%2.624%
10/24/2023 Raymond James & Associates162,973$11.24M0.0%+17.0%6.036%
10/18/2023 Private Trust Co. NA483$33K0.0%N/A0.018%
10/13/2023 Global Retirement Partners LLC483$32K0.0%N/A0.018%
10/10/2023National Bank of Canada FI6,410$434K0.0%-54.5%0.237%
9/29/2023 Schoolcraft Capital LLC71,452$4.76M1.3%N/A2.646%
8/15/2023 Bay Colony Advisory Group Inc d b a Bay Colony Advisors6,405$427K0.1%+6.7%0.237%
8/14/2023Roberts Glore & Co. Inc. IL5,988$399K0.1%-4.0%0.222%
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8/8/2023Prospera Financial Services Inc16,124$1.07M0.0%N/A0.597%
8/3/2023 Barry Investment Advisors LLC59,758$3.98M1.3%+0.3%2.134%
7/31/2023LPL Financial LLC20,628$1.37M0.0%+237.6%0.737%
7/26/2023National Bank of Canada FI14,085$937K0.0%-9.1%0.503%
7/25/2023 Raymond James & Associates139,278$9.28M0.0%-1.1%4.974%
7/24/2023Vontobel Holding Ltd.81,700$5.44M0.0%-1.1%2.918%
7/14/20233EDGE Asset Management LP22,743$1.52M0.1%-4.2%0.812%
5/15/2023Fort Sheridan Advisors LLC3,420$229K0.1%N/A0.124%
5/12/2023 Core Wealth Partners LLC3,500$234K0.2%N/A0.127%
5/10/2023Motley Fool Wealth Management LLC286,152$19.13M1.2%-0.3%10.406%
4/28/2023 Barry Investment Advisors LLC59,584$3.98M1.3%+5.8%2.167%
4/27/2023 Bay Colony Advisory Group Inc d b a Bay Colony Advisors6,005$398K0.1%+5.4%0.218%
4/14/2023 Raymond James & Associates140,810$9.41M0.0%-2.9%5.120%
4/12/2023National Bank of Canada FI15,488$1.03M0.0%+6.9%0.563%
3/6/2023OLD Mission Capital LLC453$29K0.0%N/A0.016%
2/9/2023Motley Fool Wealth Management LLC286,971$18.12M1.3%-3.7%10.435%
2/8/2023 Raymond James & Associates145,074$9.16M0.0%-13.5%5.275%
2/8/2023UBS Group AG35,090$2.22M0.0%-33.2%1.276%
2/7/2023LPL Financial LLC28,030$1.77M0.0%+473.7%1.019%
2/7/2023 Lansing Street Advisors456$29K0.0%-80.2%0.017%
2/6/2023Meitav Dash Investments Ltd.3,170$200K0.0%N/A0.115%
1/26/2023 Barry Investment Advisors LLC56,293$3.56M1.1%+12.4%2.047%
1/24/2023National Bank of Canada FI14,488$905K0.0%+7,144.0%0.527%
1/13/2023 E&G Advisors LP3,351$212K0.1%-8.5%0.122%
11/15/2022Flow Traders U.S. LLC5,797$330K0.0%N/A0.227%
11/10/2022UBS Group AG52,517$2.99M0.0%-62.3%2.059%
11/4/2022Vontobel Holding Ltd.84,267$4.80M0.1%N/A3.305%
10/24/2022 Barry Investment Advisors LLC50,078$2.85M1.0%+18.5%1.964%
10/17/20223EDGE Asset Management LP24,925$1.42M0.1%N/A0.977%
10/14/2022 Paragon Capital Management Ltd4,200$239K0.1%+5.0%0.165%
10/11/2022 E&G Advisors LP3,661$208K0.1%-6.3%0.141%
8/12/2022Roberts Glore & Co. Inc. IL7,789$462K0.2%-13.8%0.251%
8/11/2022Motley Fool Wealth Management LLC302,803$17.97M1.1%-3.2%9.768%
8/11/2022UBS Group AG139,144$8.26M0.0%-6.0%4.489%
8/8/2022 Bay Colony Advisory Group Inc d b a Bay Colony Advisors5,643$353K0.1%+24.4%0.182%
8/2/2022 Artemis Wealth Advisors LLC3,226$191K0.1%N/A0.104%
7/27/2022 Barry Investment Advisors LLC42,276$2.51M0.8%+74.4%1.364%
7/18/2022 Paragon Capital Management Ltd4,000$237K0.1%N/A0.129%
5/16/2022Resurgent Financial Advisors LLC3,660$241K0.1%N/A0.114%
5/13/2022Pekin Hardy Strauss Inc.14,696$969K0.1%-2.9%0.459%
5/11/2022Wintrust Investments LLC5,500$363K0.0%+13.4%0.172%
5/11/2022 Raymond James & Associates180,056$11.87M0.0%+11.9%5.627%
5/10/2022 Barry Investment Advisors LLC24,234$1.60M0.4%-8.2%0.757%
5/9/2022 Lansing Street Advisors52,958$3.38M2.2%N/A1.655%
5/4/2022Motley Fool Wealth Management LLC312,872$20.62M1.0%-2.0%9.777%
2/14/2022Rockefeller Capital Management L.P.1,681$119K0.0%+20.0%0.053%
2/10/2022Motley Fool Wealth Management LLC319,332$22.78M1.0%-1.3%10.138%
2/10/2022Qube Research & Technologies Ltd357$25K0.0%+1,685.0%0.011%
2/10/2022Litman Gregory Wealth Management LLC4,795$342K0.1%-22.6%0.152%
2/8/2022Steward Partners Investment Advisory LLC6,331$452K0.0%+5.8%0.201%
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2/8/2022 Raymond James & Associates160,932$11.48M0.0%N/A5.109%
2/8/2022Pekin Hardy Strauss Inc.15,137$1.08M0.1%-9.6%0.481%
2/4/2022Wintrust Investments LLC4,850$346K0.0%N/A0.154%
2/1/2022Qube Research & Technologies Ltd357$25K0.0%+1,685.0%0.011%
1/18/2022 Lindbrook Capital LLC350$25K0.0%N/A0.011%
11/16/2021Jane Street Group LLC154,190$11.85M0.0%-6.8%4.895%
11/16/2021UBS Group AG122,441$9.41M0.0%+1.7%3.887%
11/15/2021Flow Traders U.S. LLC39,049$3.00M0.1%N/A1.240%
11/15/2021Royal Bank of Canada37,617$2.89M0.0%+228.1%1.194%
11/15/2021HighTower Advisors LLC3,153$242K0.0%+9.7%0.100%
(Data available from 1/1/2016 forward)

DFJ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFJ shares?

During the previous two years, 46 institutional investors and hedge funds held shares of WisdomTree Japan SmallCap Dividend Fund. The most heavily invested institutionals were 3EDGE Asset Management LP ($71.03M), Motley Fool Wealth Management LLC ($21.07M), Raymond James & Associates ($14.41M), Vontobel Holding Ltd. ($6.05M), Barry Investment Advisors LLC ($5.85M), Schoolcraft Capital LLC ($5.24M), and Cambridge Investment Research Advisors Inc. ($3.81M).Learn more on DFJ's institutional investors.

Which institutional investors have been buying WisdomTree Japan SmallCap Dividend Fund stock?

Of the 41 institutional investors that purchased WisdomTree Japan SmallCap Dividend Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: 3EDGE Asset Management LP ($950.54K), Vontobel Holding Ltd. ($84.27K), Schoolcraft Capital LLC ($71.92K), LPL Financial LLC ($66.42K), Raymond James & Associates ($66.31K), Lansing Street Advisors ($52.96K), and Cambridge Investment Research Advisors Inc. ($50.92K).

How much institutional buying is happening at WisdomTree Japan SmallCap Dividend Fund?

Institutional investors have bought a total of 1,784,662 shares in the last 24 months. This purchase volume represents approximately $128.33M in transactions.

Which WisdomTree Japan SmallCap Dividend Fund major shareholders have been selling company stock?

Of the 14 institutional investors that sold WisdomTree Japan SmallCap Dividend Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: UBS Group AG ($113.01K), Motley Fool Wealth Management LLC ($31.17K), Raymond James & Associates ($28.39K), National Bank of Canada FI ($9.08K), Schoolcraft Capital LLC ($4.13K), Barry Investment Advisors LLC ($2.16K), and Lansing Street Advisors ($1.85K).

How much institutional selling is happening at WisdomTree Japan SmallCap Dividend Fund?

Institutional investors have sold a total of 196,207 shares in the last 24 months. This volume of shares sold represents approximately $11.99M in transactions.


This page (NYSEARCA:DFJ) was last updated on 5/3/2024 by MarketBeat.com Staff

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