Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / FUTRE STRAT FD
-
Total 13F shares
-
4,486,976
-
Share change
-
-69,736
-
Total reported value
-
$163,101,781
-
Price per share
-
$36.27
-
Number of holders
-
50
-
Value change
-
-$2,551,910
-
Number of buys
-
18
-
Number of sells
-
33
Institutional Holders of WISDOMTREE TR - FUTRE STRAT FD (WTMF) as of Q2 2024
As of 30 Jun 2024,
WISDOMTREE TR - FUTRE STRAT FD (WTMF) was held by
50 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,486,976 shares.
The largest 10 holders included
MORGAN STANLEY, IHT Wealth Management, LLC, OneDigital Investment Advisors LLC, O'Dell Group, LLC, Centric Wealth Management, Ethos Financial Group, LLC, INVENIO WEALTH PARTNERS LLC, LPL Financial LLC, Avestar Capital, LLC, and Betterment LLC.
This page lists
51
institutional shareholders reporting positions in this security
for the Q2 2024 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.