Q4 2014 13F Holders as of 31 Dec 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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52
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Total 13F shares, excl. options
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2.32M
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Shares change
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-249K
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Total reported value, excl. options
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$113M
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Value change
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-$12.2M
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Number of buys
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17
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Number of sells
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-25
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Price
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$48.52
Significant Holders of WISDOMTREE TR - JP SMALLCP DIV (DFJ) as of Q4 2014
60 filings reported holding DFJ - WISDOMTREE TR - JP SMALLCP DIV as of Q4 2014.
WISDOMTREE TR - JP SMALLCP DIV (DFJ) has 52 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.32M shares
.
Largest 10 shareholders include Morningstar Investment Services, Inc. (575K shares), RiverFront Investment Group, LLC (536K shares), LPL Financial LLC (403K shares), BESSEMER GROUP INC (160K shares), MORGAN STANLEY (124K shares), JANE STREET GROUP, LLC (57.2K shares), AVIANCE CAPITAL MANAGEMENT, LLC (48K shares), RAYMOND JAMES & ASSOCIATES (43.4K shares), Private Advisor Group, LLC (35.1K shares), and Cetera Advisors LLC (33.2K shares).
This table shows the top 52 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.