WisdomTree Japan SmallCap Dividend

DFJ • ARCA

WisdomTree Japan SmallCap Dividend is an exchange-traded fund on ARCA. As of Q3 2025, 72 institutional investors hold shares in this ETF, with total holdings valued at $170.4M. FMR LLC is the largest holder with a position valued at $36.1M.

Overview

Overview of institutional ownership in DFJ as of Q3 2025

All Institutions

Institutions: 72
Value Held: $170.4M
Shares Held: 1.8M
Avg Position: $2.4M
Median Position: $238.4K

Hedge Funds

Hedge Funds: 3
Value Held: $7.1M
Shares Held: 74.6K
Avg Position: $2.4M
Median Position: $1.2M

Biggest Investors

Institutions with the largest positions in DFJ as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
FMR LLC Institution	-	$36.1M 0.00% of portfolio	380.9K shares	Q2 2019 Held for 6y 5m	$1.92T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$22.5M 0.00% of portfolio	237.1K shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$20.0M 0.01% of portfolio	210.7K shares	Q4 2024 Held for 11 months	$310.43B
M Motley Fool Wealth Management, LLC Institution	-	$13.8M 0.94% of portfolio	145.7K shares	Q3 2015 Held for 10y 2m	$1.5B
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$11.6M 0.00% of portfolio	122.0K shares	≤ Q2 2013 Held for 12y 5m+	$488.50B
HighTower Advisors, LLC RIA/Wealth	Robert David Oros CEO	$8.7M 0.01% of portfolio	91.3K shares	Q4 2024 Held for 11 months	$87.7B
Barry Investment Advisors, LLC RIA/Wealth	Kathy Ann Alves President	$8.2M 1.88% of portfolio	86.1K shares	Q4 2017 Held for 7y 11m	$434.7M
V Vontobel Holding Ltd. Institution	-	$7.6M 0.02% of portfolio	80.6K shares	Q3 2022 Held for 3y 2m	$31.8B
Schoolcraft Capital LLC Family Office	Oana Nm Bolton COO	$5.6M 1.13% of portfolio	59.3K shares	Q4 2019 Held for 5y 11m	$499.9M
S SCHWERIN BOYLE CAPITAL MANAGEMENT INC Hedge Fund•Multi-Strategy	Rory Patrick Obrien President	$5.5M 0.61% of portfolio	58.5K shares	Q3 2024 Held for 1y 2m	$914.9M

Net Capital Flow

Institutional buying and selling activity for DFJ in Q3 2025

Traded: +$775.9K
Buyers: 28
Sellers: 18
Total Bought: +$12.2M
Total Sold: −$11.4M
Avg Position: $2.2M

Biggest Buyers

Institution	Net Bought	Current Position
BANK OF AMERICA CORP /DE/ Institution	+$3.2M +33.6K shares	$4.8M 51.0K shares
N NKCFO LLC RIA/Wealth	+$2.0M +20.8K shares	$2.0M 20.8K shares
F FLOW TRADERS U.S. LLC Institution	+$1.4M +14.9K shares	$1.4M 14.9K shares
L LPL Financial LLC Institution	+$1.3M +13.6K shares	$4.9M 51.6K shares
Gotham Asset Management, LLC Hedge Fund•Long/Short	+$549.6K +5.8K shares	$1.2M 12.6K shares
Maridea Wealth Management LLC RIA/Wealth	+$537.6K +5.7K shares	$537.6K 5.7K shares
Bank of New York Mellon Corp Institution	+$493.3K +5.2K shares	$493.3K 5.2K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	+$452.3K +4.8K shares	$20.0M 210.7K shares
3EDGE Asset Management, LP Long Only Manager	+$430.5K +4.5K shares	$430.5K 4.5K shares
HighTower Advisors, LLC RIA/Wealth	+$310.5K +3.3K shares	$8.7M 91.3K shares

Biggest Sellers

Institution	Net Sold	Current Position
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$4.1M −43.4K shares	$854.6K 9.0K shares
M Motley Fool Wealth Management, LLC Institution	−$1.9M −20.2K shares	$13.8M 145.7K shares
MORGAN STANLEY RIA/Wealth	−$1.6M −16.5K shares	$22.5M 237.1K shares
J JANE STREET GROUP, LLC Institution	−$1.2M −13.5K shares	Sold Off 0 shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$874.5K −10.2K shares	Sold Off 0 shares
WELLS FARGO & COMPANY/MN Institution	−$444.5K −4.7K shares	$11.6M 122.0K shares
Schoolcraft Capital LLC Family Office	−$420.3K −4.4K shares	$5.6M 59.3K shares
UBS Group AG Institution	−$311.5K −3.3K shares	$3.2M 34.1K shares
Lorne Steinberg Wealth Management Inc. RIA/Wealth	−$231.9K −2.7K shares	Sold Off 0 shares
Beacon Pointe Advisors, LLC RIA/Wealth	−$227.6K −2.4K shares	$725.5K 7.7K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited DFJ in Q3 2025

New Positions: 6
New Value: $1.0M
Exited Positions: 5
Exited Value: $2.3M

New Positions

Institution	Position Value
Maridea Wealth Management LLC RIA/Wealth	$537.6K 5.7K shares
C Coppell Advisory Solutions LLC RIA/Wealth	$276.7K 2.9K shares
Walkner Condon Financial Advisors LLC RIA/Wealth	$210.6K 2.2K shares
Sontag Advisory, LLC RIA/Wealth	$7.3K 77.0 shares
Farther Finance Advisors, LLC RIA/Wealth	$2.1K 22.0 shares
Golden State Wealth Management, LLC RIA/Wealth	$2.1K 22.0 shares

Exited Positions

Institution	Previous Position
J JANE STREET GROUP, LLC Institution	$1.2M 13.5K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$874.5K 10.2K shares
Lorne Steinberg Wealth Management Inc. RIA/Wealth	$231.9K 2.7K shares
Smartleaf Asset Management LLC Long Only Manager	$5.0K 58.0 shares
Ameritas Advisory Services, LLC RIA/Wealth	$3.6K 42.0 shares

Options Activity

Institutions with the largest Call and Put options positions in DFJ as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with DFJ as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Barry Investment Advisors, LLC RIA/Wealth	Kathy Ann Alves President	1.88% $8.2M	86.1K shares	Q4 2017 Held for 7y 11m	$434.7M
Schoolcraft Capital LLC Family Office	Oana Nm Bolton COO	1.13% $5.6M	59.3K shares	Q4 2019 Held for 5y 11m	$499.9M
M Motley Fool Wealth Management, LLC Institution	-	0.94% $13.8M	145.7K shares	Q3 2015 Held for 10y 2m	$1.5B
N NKCFO LLC RIA/Wealth	Timothy G Tymniak CCO	0.72% $2.0M	20.8K shares	Q3 2025 Held for 2 months	$272.8M
S SCHWERIN BOYLE CAPITAL MANAGEMENT INC Hedge Fund•Multi-Strategy	Rory Patrick Obrien President	0.61% $5.5M	58.5K shares	Q3 2024 Held for 1y 2m	$914.9M
C CSS LLC/IL Institution	-	0.26% $1.5M	15.6K shares	Q1 2024 Held for 1y 8m	$577.9M
Core Wealth Partners LLC Hedge Fund•Long/Short	Adam Senator Wiatrak Managing Partner	0.15% $331.9K	3.5K shares	Q1 2023 Held for 2y 8m	$217.4M
ROBERTS GLORE & CO INC /IL/ RIA/Wealth	Jim Lance Calaway President	0.14% $497.2K	5.2K shares	≤ Q2 2013 Held for 12y 5m+	$365.2M
Avestar Capital, LLC RIA/Wealth	Shilpa Konduri Mullan President	0.10% $1.4M	15.2K shares	Q2 2025 Held for 5 months	$1.4B
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors RIA/Wealth	John Winthrop Ohl CEO	0.09% $731.3K	7.7K shares	Q2 2018 Held for 7y 5m	$844.1M