Q1 2014 13F Holders as of 31 Mar 2014
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Type / Class
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Equity / JP SMALLCP DIV
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Number of holders
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39
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Total 13F shares, excl. options
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2.54M
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Shares change
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+63.3K
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Total reported value, excl. options
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$127M
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Value change
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+$2.95M
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Number of buys
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19
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Number of sells
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-18
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Price
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$50.03
Significant Holders of WISDOMTREE TR - JP SMALLCP DIV (DFJ) as of Q1 2014
46 filings reported holding DFJ - WISDOMTREE TR - JP SMALLCP DIV as of Q1 2014.
WISDOMTREE TR - JP SMALLCP DIV (DFJ) has 39 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.54M shares
.
Largest 10 shareholders include RiverFront Investment Group, LLC (628K shares), Morningstar Investment Services, Inc. (524K shares), LPL Financial LLC (445K shares), MORGAN STANLEY (179K shares), BESSEMER GROUP INC (160K shares), BRANDES INVESTMENT PARTNERS, LP (141K shares), Bank of New York Mellon Corp (56.4K shares), RAYMOND JAMES & ASSOCIATES (42.6K shares), BANK OF AMERICA CORP /DE/ (36.3K shares), and HSBC HOLDINGS PLC (35.5K shares).
This table shows the top 39 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.