Q1 2025 13F Holders as of 3/31/2025
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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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60
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Total 13F shares, excl. options
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1.6M
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Shares change
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-141K
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Total reported value, excl. options
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$127M
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Value change
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-$10.7M
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Number of buys
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16
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Number of sells
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-19
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Price
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$79.27
Significant Holders of WISDOMTREE TR - JP SMALLCP DIV (DFJ) as of Q1 2025
65 filings reported holding DFJ - WISDOMTREE TR - JP SMALLCP DIV as of Q1 2025.
WISDOMTREE TR - JP SMALLCP DIV (DFJ) has 60 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 (338K shares), MORGAN STANLEY (263K shares), RAYMOND JAMES FINANCIAL INC (200K shares), Motley Fool Wealth Management, LLC (195K shares), Vontobel Holding Ltd. (81.7K shares), Barry Investment Advisors, LLC (79.5K shares), Schoolcraft Capital LLC (67.7K shares), WELLS FARGO & COMPANY/MN (64.9K shares), SCHWERIN BOYLE CAPITAL MANAGEMENT INC (58.5K shares), and HighTower Advisors, LLC (46.4K shares).
This table shows the top 60 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.