Q1 2021 13F Holders as of 31 Mar 2021
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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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45
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Total 13F shares, excl. options
-
860K
-
Shares change
-
+1.64K
-
Total reported value, excl. options
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$65.6M
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Value change
-
+$223K
-
Number of buys
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18
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Number of sells
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-15
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Price
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$76.27
Significant Holders of WISDOMTREE TR - JP SMALLCP DIV (DFJ) as of Q1 2021
49 filings reported holding DFJ - WISDOMTREE TR - JP SMALLCP DIV as of Q1 2021.
WISDOMTREE TR - JP SMALLCP DIV (DFJ) has 45 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 860K shares
.
Largest 10 shareholders include Motley Fool Wealth Management, LLC (324K shares), UBS Group AG (112K shares), MORGAN STANLEY (85.7K shares), JANE STREET GROUP, LLC (60.1K shares), BANK OF AMERICA CORP /DE/ (55.7K shares), Schoolcraft Capital LLC (54.1K shares), 3EDGE Asset Management, LP (36K shares), Bank of New York Mellon Corp (18.9K shares), OLD MISSION CAPITAL LLC (16.4K shares), and Barry Investment Advisors, LLC (14.5K shares).
This table shows the top 45 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.