Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / FUTRE STRAT FD
-
Total 13F shares
-
4,951,896
-
Share change
-
+357,575
-
Total reported value
-
$175,861,172
-
Price per share
-
$35.52
-
Number of holders
-
65
-
Value change
-
+$12,711,802
-
Number of buys
-
33
-
Number of sells
-
26
Institutional Holders of WISDOMTREE TR - FUTRE STRAT FD (WTMF) as of Q3 2024
As of 30 Sep 2024,
WISDOMTREE TR - FUTRE STRAT FD (WTMF) was held by
65 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,951,896 shares.
The largest 10 holders included
MORGAN STANLEY, IHT Wealth Management, LLC, OneDigital Investment Advisors LLC, O'Dell Group, LLC, Ethos Financial Group, LLC, Stewardship Advisors, LLC, INVENIO WEALTH PARTNERS LLC, Avestar Capital, LLC, LPL Financial LLC, and Washington Trust Bank.
This page lists
65
institutional shareholders reporting positions in this security
for the Q3 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.