Q2 2024 13F Holders as of 6/30/2024
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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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59
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Total 13F shares, excl. options
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1.46M
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Shares change
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-139K
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Total reported value, excl. options
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$110M
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Value change
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-$10.6M
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Number of buys
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19
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Number of sells
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-26
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Price
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$75.12
Significant Holders of WISDOMTREE TR - JP SMALLCP DIV (DFJ) as of Q2 2024
70 filings reported holding DFJ - WISDOMTREE TR - JP SMALLCP DIV as of Q2 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 1.46M shares
.
Largest 10 shareholders include FMR LLC (281K shares), Motley Fool Wealth Management, LLC (269K shares), MORGAN STANLEY (212K shares), RAYMOND JAMES & ASSOCIATES (185K shares), Vontobel Holding Ltd. (80.5K shares), Barry Investment Advisors, LLC (74.8K shares), Schoolcraft Capital LLC (71.6K shares), JANE STREET GROUP, LLC (34.9K shares), LPL Financial LLC (26.8K shares), and UBS Group AG (25.5K 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.