- Type / Class
- Equity / JP SMALLCP DIV
- Total 13F shares
- 3,590,460
- Share change
- -299,011
- Total reported value
- $199,894,314
- Price per share
- $55.67
- Number of holders
- 47
- Value change
- -$16,483,218
- Number of buys
- 18
- Number of sells
- 27
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 Q2 2016
As of 30 Jun 2016,
WISDOMTREE TR - JP SMALLCP DIV (DFJ) was held by
47 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,590,460 shares.
The largest 10 holders included
Balentine LLC, Parametric Portfolio Associates LLC, RiverFront Investment Group, LLC, Motley Fool Wealth Management, LLC, RAYMOND JAMES & ASSOCIATES, MORGAN STANLEY, AVIANCE CAPITAL MANAGEMENT, LLC, UBS Group AG, CITADEL ADVISORS LLC, and ROYAL BANK OF CANADA.
This page lists
47
institutional shareholders reporting positions in this security
for the Q2 2016 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2016 vs Q1 2016 Across Filers
Q1 2016 holders
49
Q2 2016 holders
47
Holder diff
-2
| Investor | Q1 2016 Shares | Q2 2016 Shares | Share Diff | Share Chg % | Q1 2016 Value $ | Q2 2016 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.