Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / FUTRE STRAT FD
-
Total 13F shares
-
4,156,130
-
Share change
-
-866,232
-
Total reported value
-
$145,241,586
-
Price per share
-
$34.93
-
Number of holders
-
72
-
Value change
-
-$30,327,115
-
Number of buys
-
38
-
Number of sells
-
28
Institutional Holders of WISDOMTREE TR - FUTRE STRAT FD (WTMF) as of Q4 2024
As of 31 Dec 2024,
WISDOMTREE TR - FUTRE STRAT FD (WTMF) was held by
72 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,156,130 shares.
The largest 10 holders included
MORGAN STANLEY, OneDigital Investment Advisors LLC, O'Dell Group, LLC, Stewardship Advisors, LLC, Avestar Capital, LLC, LPL Financial LLC, WELLS FARGO & COMPANY/MN, OSAIC HOLDINGS, INC., HOWARD BAILEY SECURITIES, LLC, and Betterment LLC.
This page lists
73
institutional shareholders reporting positions in this security
for the Q4 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.