- Type / Class
- Equity / JP SMALLCP DIV
- Total 13F shares
- 5,820,832
- Share change
- +1,930,153
- Total reported value
- $473,552,655
- Price per share
- $81.33
- Number of holders
- 81
- Value change
- +$157,276,694
- Number of buys
- 47
- Number of sells
- 31
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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Open the full security ownership history page.
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- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
Explore More Reporting Periods
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 Q1 2018
As of 31 Mar 2018,
WISDOMTREE TR - JP SMALLCP DIV (DFJ) was held by
81 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,820,832 shares.
The largest 10 holders included
Janney Capital Management LLC, Migdal Insurance & Financial Holdings Ltd., Mariner Wealth Advisors-Cincinnati, LLC, MORGAN STANLEY, RiverFront Investment Group, LLC, Motley Fool Wealth Management, LLC, Mirae Asset Global Investments Co., Ltd., HighTower Advisors, LLC, RAYMOND JAMES & ASSOCIATES, and UBS Group AG.
This page lists
81
institutional shareholders reporting positions in this security
for the Q1 2018 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2018 vs Q4 2017 Across Filers
Q4 2017 holders
83
Q1 2018 holders
81
Holder diff
-2
| Investor | Q4 2017 Shares | Q1 2018 Shares | Share Diff | Share Chg % | Q4 2017 Value $ | Q1 2018 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.