Q2 2014 13F Holders as of 30 Jun 2014
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Type / Class
-
Equity / JP SMALLCP DIV
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Number of holders
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42
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Total 13F shares, excl. options
-
2.5M
-
Shares change
-
-42.6K
-
Total reported value, excl. options
-
$134M
-
Value change
-
-$1.63M
-
Put/Call ratio
-
1.23
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Number of buys
-
16
-
Number of sells
-
-17
-
Price
-
$53.57
Significant Holders of WISDOMTREE TR - JP SMALLCP DIV (DFJ) as of Q2 2014
47 filings reported holding DFJ - WISDOMTREE TR - JP SMALLCP DIV as of Q2 2014.
WISDOMTREE TR - JP SMALLCP DIV (DFJ) has 42 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.5M shares
.
Largest 10 shareholders include RiverFront Investment Group, LLC (641K shares), Morningstar Investment Services, Inc. (582K shares), LPL Financial LLC (470K shares), MORGAN STANLEY (221K shares), BESSEMER GROUP INC (160K shares), UBS AG (54.8K shares), BANK OF AMERICA CORP /DE/ (46.3K shares), RAYMOND JAMES & ASSOCIATES (42.5K shares), Cetera Advisors LLC (32K shares), and HSBC HOLDINGS PLC (31.5K shares).
This table shows the top 42 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.