Q2 2024 13F Holders as of 6/30/2024
-
Type / Class
-
Equity / FUTRE STRAT FD
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Number of holders
-
50
-
Total 13F shares, excl. options
-
4.49M
-
Shares change
-
-69.7K
-
Total reported value, excl. options
-
$163M
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Value change
-
-$2.55M
-
Number of buys
-
18
-
Number of sells
-
-33
-
Price
-
$36.27
Significant Holders of WISDOMTREE TR - FUTRE STRAT FD (WTMF) as of Q2 2024
57 filings reported holding WTMF - WISDOMTREE TR - FUTRE STRAT FD as of Q2 2024.
WISDOMTREE TR - FUTRE STRAT FD (WTMF) has 50 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.49M shares
.
Largest 10 shareholders include MORGAN STANLEY (1.13M shares), IHT Wealth Management, LLC (541K shares), OneDigital Investment Advisors LLC (317K shares), O'Dell Group, LLC (304K shares), Centric Wealth Management (292K shares), Ethos Financial Group, LLC (272K shares), INVENIO WEALTH PARTNERS LLC (200K shares), LPL Financial LLC (197K shares), Avestar Capital, LLC (188K shares), and Betterment LLC (78.7K shares).
This table shows the top 50 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.