WisdomTree JPN S/c DVD Fund (DFJ): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
1 concentrated manager holds it with a median weight of 0.7%.
Quarter flow (concentrated managers)
Change in managers (1 → 1): 0 opened · 0 exited = 0
Net flow in the quarter: $0K (0 shares) · bought $0 and sold $0Shares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.
The set of concentrated managers changed between quarters: with the set as it was then, 2 held it last quarter (the chart point); with today's set, 1 (the base for the change).
Concentrated managers holding it
- Schwerin Boyle Capital Management$5.5M0.7%
Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.
Largest holders of DFJ (all 13F filers)
- FMR392 KInvestment firm+5,775
- Raymond James Financial219 KWealth adviser+6,380
- Morgan Stanley218 KBank or trading desk−24 K
- Wells Fargo141 KBank or trading desk+12 K
- Vontobel Holding82 KInvestment firm+788
- Barry Investment Advisors82 KType not verified−2,848
- Bank of America64 KBank or trading desk+13 K
- Sachem Hill55 KType not verified−2,017
- LPL Financial54 KWealth adviser+3,662
- Schwerin Boyle Capital Managementconcentrated52 KInvestment firm0
- Shares
- 392 K
- Change
- +5,775
See more
- Type
- Investment firm
- Value
- $41.3M
- Shares
- 219 K
- Change
- +6,380
See more
- Type
- Wealth adviser
- Value
- $23.0M
- Shares
- 218 K
- Change
- −24 K
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- Type
- Bank or trading desk
- Value
- $23.0M
- Shares
- 141 K
- Change
- +12 K
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- Type
- Bank or trading desk
- Value
- $14.8M
- Shares
- 82 K
- Change
- +788
See more
- Type
- Investment firm
- Value
- $8.7M
- Barry Investment Advisors
- Shares
- 82 K
- Change
- −2,848
See more
- Type
- Type not verified
- Value
- $8.6M
- Shares
- 64 K
- Change
- +13 K
See more
- Type
- Bank or trading desk
- Value
- $6.7M
- Sachem Hill
- Shares
- 55 K
- Change
- −2,017
See more
- Type
- Type not verified
- Value
- $5.8M
- Shares
- 54 K
- Change
- +3,662
See more
- Type
- Wealth adviser
- Value
- $5.7M
- Schwerin Boyle Capital Managementconcentrated
- Shares
- 52 K
- Change
- 0
See more
- Type
- Investment firm
- Value
- $5.5M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗