Q4 2023 13F Holders as of 12/31/2023
-
Type / Class
-
Equity / FUTRE STRAT FD
-
Number of holders
-
1
-
Total 13F shares, excl. options
-
28.4K
-
Shares change
-
0
-
Total reported value, excl. options
-
$996K
-
Price
-
$35.07
Significant Holders of WISDOMTREE TR - FUTRE STRAT FD (WTMF) as of Q4 2023
1 filings reported holding WTMF - WISDOMTREE TR - FUTRE STRAT FD as of Q4 2023.
WISDOMTREE TR - FUTRE STRAT FD (WTMF) has 1 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 28.4K shares
.
Largest 10 shareholders include MORGAN STANLEY (1.48M shares), Cambria Investment Management, L.P. (383K shares), OneDigital Investment Advisors LLC (345K shares), Centric Wealth Management (290K shares), Ethos Financial Group, LLC (241K shares), LPL Financial LLC (201K shares), Avestar Capital, LLC (156K shares), O'Dell Group, LLC (143K shares), Cardinal Point Capital Management, ULC (142K shares), and WELLS FARGO & COMPANY/MN (137K shares).
This table shows the top 1 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.