Q1 2023 13F Holders as of 3/31/2023
-
Type / Class
-
Equity / FUTRE STRAT FD
-
Number of holders
-
41
-
Total 13F shares, excl. options
-
3.03M
-
Shares change
-
-196K
-
Total reported value, excl. options
-
$102M
-
Value change
-
-$6.11M
-
Number of buys
-
23
-
Number of sells
-
-15
-
Price
-
$33.56
Significant Holders of WISDOMTREE TR - FUTRE STRAT FD (WTMF) as of Q1 2023
46 filings reported holding WTMF - WISDOMTREE TR - FUTRE STRAT FD as of Q1 2023.
WISDOMTREE TR - FUTRE STRAT FD (WTMF) has 41 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.03M shares
.
Largest 10 shareholders include MORGAN STANLEY (1.33M shares), JANE STREET GROUP, LLC (191K shares), LPL Financial LLC (163K shares), Cardinal Point Capital Management, ULC (135K shares), O'Dell Group, LLC (135K shares), Efficient Advisors, LLC (128K shares), WELLS FARGO & COMPANY/MN (108K shares), Betterment LLC (98.9K shares), Cambria Investment Management, L.P. (96.3K shares), and Empirical Asset Management, LLC (72K shares).
This table shows the top 41 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.