- Type / Class
- Equity / JP SMALLCP DIV
- Total 13F shares
- 2,350,521
- Share change
- -249,383
- Total reported value
- $112,679,907
- Price per share
- $48.52
- Number of holders
- 53
- Value change
- -$12,241,785
- Number of buys
- 17
- Number of sells
- 25
Quarterly Holders Quick Answers
What is CUSIP 97717W836?
CUSIP 97717W836 identifies DFJ - WISDOMTREE TR - JP SMALLCP DIV in SEC institutional holdings data.
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Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 97717W836:
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 by the holder's primary source 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 2014
As of 31 Dec 2014,
WISDOMTREE TR - JP SMALLCP DIV (DFJ) was held by
53 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,350,521 shares.
The largest 10 holders included
Morningstar Investment Services, Inc., RiverFront Investment Group, LLC, LPL Financial LLC, BESSEMER GROUP INC, MORGAN STANLEY, JANE STREET GROUP, LLC, AVIANCE CAPITAL MANAGEMENT, LLC, RAYMOND JAMES & ASSOCIATES, Private Advisor Group, LLC, and Cetera Advisors LLC.
This page lists
53
institutional shareholders reporting positions in this security
for the Q4 2014 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2014 vs Q3 2014 Across Filers
Q3 2014 holders
46
Q4 2014 holders
53
Holder diff
7
| Investor | Q3 2014 Shares | Q4 2014 Shares | Share Diff | Share Chg % | Q3 2014 Value $ | Q4 2014 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.