Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / FUTRE STRAT FD
-
Total 13F shares
-
28,398
-
Share change
-
0
-
Total reported value
-
$995,918
-
Price per share
-
$35.07
-
Number of holders
-
1
Institutional Holders of WISDOMTREE TR - FUTRE STRAT FD (WTMF) as of Q4 2023
As of 31 Dec 2023,
WISDOMTREE TR - FUTRE STRAT FD (WTMF) was held by
1 institutional
shareholder
that filed Form 13F with the SEC.
Together, they reported ownership of
28,398 shares.
The largest 10 holders included
MORGAN STANLEY, Cambria Investment Management, L.P., OneDigital Investment Advisors LLC, Centric Wealth Management, Ethos Financial Group, LLC, LPL Financial LLC, Avestar Capital, LLC, O'Dell Group, LLC, Cardinal Point Capital Management, ULC, and WELLS FARGO & COMPANY/MN.
This page lists
55
institutional shareholders reporting positions in this security
for the Q4 2023 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.