Institutional Ownership Wisdomtree Trust Japan Hedged (DXJ)
This table provides information about the institutional ownership of Wisdomtree Trust Japan Hedged (DXJ). We have compiled data on the 362 institutions that hold shares in the stock, with a total of 14.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.82 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Aug 07, 2025 Q2 2025 |
24,405
shares
|
$3.14 Million
1.07% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
Berkeley, Inc
Boise, ID |
Aug 11, 2025 Q2 2025 |
23,983
shares
|
$3.09 Million
0.98% of portfolio
|
Q2 2025
New holding
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
23,813
shares
|
$3.06 Million
0.0% of portfolio
|
Q2 2025
Added 48.98%
|
|
Defined Financial Planning LLC
San Rafael, CA |
Jul 22, 2025 Q2 2025 |
23,812
shares
|
$3.06 Million
2.42% of portfolio
|
Q2 2025
Added 13.02%
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
23,264
shares
|
$2.99 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
Wescap Management Group, Inc.
Glendale, CA |
Aug 06, 2025 Q2 2025 |
23,170
shares
|
$2.98 Million
0.62% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
22,850
shares
|
$2.94 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
22,837
shares
|
$2.94 Million
0.89% of portfolio
|
Q2 2025
New holding
|
|
Global View Capital Management LLC
Waukesha, WI |
Aug 15, 2025 Q2 2025 |
22,464
shares
|
$2.89 Million
0.82% of portfolio
|
Q2 2025
Added 5.85%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
22,253
shares
|
$2.86 Million
0.05% of portfolio
|
Q2 2025
Added 78.0%
|
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
Aug 14, 2025 Q2 2025 |
22,015
shares
|
$2.83 Million
1.21% of portfolio
|
Q2 2025
New holding
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
21,263
shares
|
$2.74 Million
0.0% of portfolio
|
Q2 2025
Reduced 30.74%
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
20,469
shares
|
$2.63 Million
0.16% of portfolio
|
Q2 2025
Added 2.45%
|
|
S&Co Inc
Boston, MA |
Aug 07, 2025 Q2 2025 |
20,000
shares
|
$2.57 Million
0.15% of portfolio
|
Q3 2017
New holding
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
19,301
shares
|
$2.48 Million
0.02% of portfolio
|
Q2 2025
Added 9.22%
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
19,221
shares
|
$2.47 Million
0.1% of portfolio
|
Q4 2024
Added 2.59%
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
18,674
shares
|
$2.4 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
Moulton Wealth Management, Inc
|
Jul 07, 2025 Q2 2025 |
18,614
shares
|
$2.39 Million
1.62% of portfolio
|
Q2 2025
Added 118.78%
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
17,892
shares
|
$2.3 Million
0.03% of portfolio
|
Q2 2025
Added 153.82%
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
17,823
shares
|
$2.29 Million
0.0% of portfolio
|
Q2 2025
Added 1.65%
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
17,436
shares
|
$2.24 Million
0.02% of portfolio
|
Q2 2025
Added 9.6%
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
16,418
shares
|
$2.11 Million
0.01% of portfolio
|
Q4 2024
Added 3.03%
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
16,415
shares
|
$2.11 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
16,193
shares
|
$2.08 Million
0.32% of portfolio
|
Q2 2023
Reduced 0.44%
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
15,989
shares
|
$2.06 Million
0.0% of portfolio
|
Q2 2025
Added 34.67%
|