Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
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Equity / JP SMALLCP DIV
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Number of holders
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46
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Total 13F shares, excl. options
-
1.11M
-
Shares change
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-33.7K
-
Total reported value, excl. options
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$79.3M
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Value change
-
-$3.57M
-
Number of buys
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16
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Number of sells
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-21
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Price
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$71.34
Significant Holders of WISDOMTREE TR - JP SMALLCP DIV (DFJ) as of Q4 2021
57 filings reported holding DFJ - WISDOMTREE TR - JP SMALLCP DIV as of Q4 2021.
WISDOMTREE TR - JP SMALLCP DIV (DFJ) has 46 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.11M shares
.
Largest 10 shareholders include Motley Fool Wealth Management, LLC (319K shares), UBS Group AG (187K shares), MORGAN STANLEY (165K shares), RAYMOND JAMES & ASSOCIATES (161K shares), Schoolcraft Capital LLC (92.6K shares), Barry Investment Advisors, LLC (26.4K shares), NKCFO LLC (17.5K shares), ROYAL BANK OF CANADA (15.3K shares), Pekin Hardy Strauss, Inc. (15.1K shares), and STIFEL FINANCIAL CORP (13.5K shares).
This table shows the top 46 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.