Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / JP SMALLCP DIV
-
Total 13F shares
-
1,602,186
-
Share change
-
-141,338
-
Total reported value
-
$127,012,258
-
Price per share
-
$79.27
-
Number of holders
-
60
-
Value change
-
-$10,686,687
-
Number of buys
-
16
-
Number of sells
-
19
Institutional Holders of WISDOMTREE TR - JP SMALLCP DIV (DFJ) as of Q1 2025
As of 31 Mar 2025,
WISDOMTREE TR - JP SMALLCP DIV (DFJ) was held by
60 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,602,186 shares.
The largest 10 holders included
FMR LLC, MORGAN STANLEY, RAYMOND JAMES FINANCIAL INC, Motley Fool Wealth Management, LLC, Vontobel Holding Ltd., Barry Investment Advisors, LLC, Schoolcraft Capital LLC, WELLS FARGO & COMPANY/MN, SCHWERIN BOYLE CAPITAL MANAGEMENT INC, and HighTower Advisors, LLC.
This page lists
60
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| 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.