Q4 2023 13F Holders as of 31 Dec 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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72
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Total 13F shares, excl. options
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2.7M
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Shares change
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+1.36M
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Total reported value, excl. options
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$202M
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Value change
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+$102M
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Number of buys
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36
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Number of sells
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-19
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Price
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$74.90
Significant Holders of WISDOMTREE TR - JP SMALLCP DIV (DFJ) as of Q4 2023
79 filings reported holding DFJ - WISDOMTREE TR - JP SMALLCP DIV as of Q4 2023.
WISDOMTREE TR - JP SMALLCP DIV (DFJ) has 72 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.7M shares
.
Largest 10 shareholders include 3EDGE Asset Management, LP (948K shares), Motley Fool Wealth Management, LLC (282K shares), FMR LLC (276K shares), RAYMOND JAMES & ASSOCIATES (176K shares), MORGAN STANLEY (176K shares), TOWNSQUARE CAPITAL LLC (153K shares), Vontobel Holding Ltd. (80.8K shares), Barry Investment Advisors, LLC (73.7K shares), Schoolcraft Capital LLC (71.3K shares), and Cambridge Investment Research Advisors, Inc. (50.9K shares).
This table shows the top 72 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.