Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / JP SMALLCP DIV
-
Number of holders
-
47
-
Total 13F shares, excl. options
-
1,116,334
-
Shares change
-
-34,211
-
Total reported value, excl. options
-
$79,638,019
-
Value change
-
-$3,601,273
-
Number of buys
-
15
-
Number of sells
-
-22
-
Price
-
$71.34
Significant Holders of WISDOMTREE TR - JP SMALLCP DIV (DFJ) as of Q4 2021
58 filings reported holding DFJ - WISDOMTREE TR - JP SMALLCP DIV as of Q4 2021.
WISDOMTREE TR - JP SMALLCP DIV (DFJ) has 47 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,116,334 shares
.
Largest 10 shareholders include Motley Fool Wealth Management, LLC (319,332 shares), UBS Group AG (187,045 shares), MORGAN STANLEY (164,549 shares), RAYMOND JAMES & ASSOCIATES (160,932 shares), Schoolcraft Capital LLC (92,636 shares), Barry Investment Advisors, LLC (26,398 shares), NKCFO LLC (17,525 shares), ROYAL BANK OF CANADA (15,333 shares), Pekin Hardy Strauss, Inc. (15,137 shares), and STIFEL FINANCIAL CORP (13,520 shares).
This table shows the top 47 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* 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.