Q3 2023 13F Holders as of 30 Sep 2023
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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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49
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Total 13F shares, excl. options
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1.5M
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Shares change
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+101K
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Total reported value, excl. options
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$104M
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Value change
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+$7.01M
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Number of buys
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19
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Number of sells
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-10
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Price
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$68.96
Significant Holders of WISDOMTREE TR - JP SMALLCP DIV (DFJ) as of Q3 2023
49 filings reported holding DFJ - WISDOMTREE TR - JP SMALLCP DIV as of Q3 2023.
WISDOMTREE TR - JP SMALLCP DIV (DFJ) has 49 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.5M shares
.
Largest 10 shareholders include Motley Fool Wealth Management, LLC (284K shares), FMR LLC (275K shares), MORGAN STANLEY (169K shares), RAYMOND JAMES & ASSOCIATES (163K shares), Vontobel Holding Ltd. (81.6K shares), Schoolcraft Capital LLC (70.9K shares), Barry Investment Advisors, LLC (66.5K shares), STIFEL FINANCIAL CORP (51.3K shares), LPL Financial LLC (49.4K shares), and OLD MISSION CAPITAL LLC (35.9K shares).
This table shows the top 49 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.