Security key
97717W836
- Type / Class
- Equity / JP SMALLCP DIV
- Total 13F shares
- 6,257,478
- Share change
- -601,663
- Total reported value
- $484,056,722
- Price per share
- $77.36
- Number of holders
- 90
- Value change
- -$46,338,772
- Number of buys
- 34
- Number of sells
- 43
Report period
Q3 2018
Institutions
90
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 Q3 2018
As of 30 Sep 2018,
WISDOMTREE TR - JP SMALLCP DIV (DFJ) was held by
90 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,257,478 shares.
The largest 10 holders included
Janney Capital Management LLC, RiverFront Investment Group, LLC, Migdal Insurance & Financial Holdings Ltd., RAYMOND JAMES & ASSOCIATES, MORGAN STANLEY, Mariner Wealth Advisors-Cincinnati, LLC, Motley Fool Wealth Management, LLC, HighTower Advisors, LLC, Janney Montgomery Scott LLC, and JANE STREET GROUP, LLC.
This page lists
90
institutional shareholders reporting positions in this security
for the Q3 2018 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2018 vs Q2 2018 Across Filers
Q2 2018 holders
90
Q3 2018 holders
90
Holder diff
0
| Investor | Q2 2018 Shares | Q3 2018 Shares | Share Diff | Share Chg % | Q2 2018 Value $ | Q3 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.