Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / JP SMALLCP DIV
-
Number of holders
-
59
-
Total 13F shares, excl. options
-
1.6M
-
Shares change
-
-1.26M
-
Total reported value, excl. options
-
$124M
-
Value change
-
-$96M
-
Number of buys
-
24
-
Number of sells
-
-42
-
Price
-
$77.30
Significant Holders of WISDOMTREE TR - JP SMALLCP DIV (DFJ) as of Q1 2024
83 filings reported holding DFJ - WISDOMTREE TR - JP SMALLCP DIV as of Q1 2024.
WISDOMTREE TR - JP SMALLCP DIV (DFJ) has 59 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.6M shares
.
Largest 10 shareholders include FMR LLC (280K shares), Motley Fool Wealth Management, LLC (280K shares), RAYMOND JAMES & ASSOCIATES (186K shares), MORGAN STANLEY (185K shares), Vontobel Holding Ltd. (80.3K shares), Barry Investment Advisors, LLC (75.7K shares), Schoolcraft Capital LLC (67.8K shares), LPL Financial LLC (67.2K shares), JANE STREET GROUP, LLC (63.6K shares), and STIFEL FINANCIAL CORP (27.2K shares).
This table shows the top 59 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.