Q2 2025 13F Holders as of 6/30/2025
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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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61
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Total 13F shares, excl. options
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1.79M
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Shares change
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+189K
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Total reported value, excl. options
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$153M
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Value change
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+$16.2M
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Number of buys
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24
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Number of sells
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-14
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Price
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$85.69
Significant Holders of WISDOMTREE TR - JP SMALLCP DIV (DFJ) as of Q2 2025
64 filings reported holding DFJ - WISDOMTREE TR - JP SMALLCP DIV as of Q2 2025.
WISDOMTREE TR - JP SMALLCP DIV (DFJ) has 61 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.79M shares
.
Largest 10 shareholders include FMR LLC (381K shares), MORGAN STANLEY (254K shares), RAYMOND JAMES FINANCIAL INC (206K shares), Motley Fool Wealth Management, LLC (166K shares), WELLS FARGO & COMPANY/MN (127K shares), HighTower Advisors, LLC (88.1K shares), Barry Investment Advisors, LLC (85K shares), Vontobel Holding Ltd. (80.9K shares), Schoolcraft Capital LLC (63.7K shares), and SCHWERIN BOYLE CAPITAL MANAGEMENT INC (58.5K shares).
This table shows the top 61 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.