Q3 2024 13F Holders as of 30 Sep 2024
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Type / Class
-
Equity / JP SMALLCP DIV
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Number of holders
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62
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Total 13F shares, excl. options
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1.59M
-
Shares change
-
+127K
-
Total reported value, excl. options
-
$128M
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Value change
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+$10.3M
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Put/Call ratio
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0.36
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Number of buys
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20
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Number of sells
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-18
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Price
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$80.66
Significant Holders of WISDOMTREE TR - JP SMALLCP DIV (DFJ) as of Q3 2024
69 filings reported holding DFJ - WISDOMTREE TR - JP SMALLCP DIV as of Q3 2024.
WISDOMTREE TR - JP SMALLCP DIV (DFJ) has 62 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.59M shares
.
Largest 10 shareholders include FMR LLC (333K shares), MORGAN STANLEY (266K shares), Motley Fool Wealth Management, LLC (244K shares), RAYMOND JAMES & ASSOCIATES (188K shares), Vontobel Holding Ltd. (81.5K shares), Barry Investment Advisors, LLC (75.5K shares), Schoolcraft Capital LLC (68.3K shares), UBS Group AG (49.9K shares), SCHWERIN BOYLE CAPITAL MANAGEMENT INC (39K shares), and JANE STREET GROUP, LLC (26.6K shares).
This table shows the top 62 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.