Security key
97717W836
- Type / Class
- Equity / JP SMALLCP DIV
- Total 13F shares
- 2,471,292
- Share change
- -9,807
- Total reported value
- $125,194,784
- Price per share
- $51.01
- Number of holders
- 45
- Value change
- -$500,396
- Number of buys
- 1
- Number of sells
- 2
Report period
Q4 2013
Institutions
45
Top holders
10
Broader feeds
Reporting periods
Holder history for CUSIP 97717W836
Recent filing periods:
Top shareholders of DFJ - WISDOMTREE TR - JP SMALLCP DIV (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of WISDOMTREE TR - JP SMALLCP DIV (DFJ) as of Q4 2013
As of 31 Dec 2013,
WISDOMTREE TR - JP SMALLCP DIV (DFJ) was held by
45 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,471,292 shares.
The largest 10 holders included
RiverFront Investment Group, LLC, Morningstar Investment Services, Inc., LPL Financial LLC, BESSEMER GROUP INC, MORGAN STANLEY, BRANDES INVESTMENT PARTNERS, LP, RAYMOND JAMES & ASSOCIATES, BANK OF AMERICA CORP /DE/, Streettalk Advisors, LLC, and KCG HOLDINGS, INC..
This page lists
45
institutional shareholders reporting positions in this security
for the Q4 2013 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2013 vs Q3 2013 Across Filers
Q3 2013 holders
2
Q4 2013 holders
45
Holder diff
43
| Investor | Q3 2013 Shares | Q4 2013 Shares | Share Diff | Share Chg % | Q3 2013 Value $ | Q4 2013 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.