Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / NEW ECON REAL ES
-
Number of holders
-
23
-
Total 13F shares, excl. options
-
661K
-
Shares change
-
+139K
-
Total reported value, excl. options
-
$10.9M
-
Value change
-
+$2.34M
-
Number of buys
-
11
-
Number of sells
-
-11
-
Price
-
$16.41
Significant Holders of WISDOMTREE TR - NEW ECON REAL ES (WTRE) as of Q4 2022
28 filings reported holding WTRE - WISDOMTREE TR - NEW ECON REAL ES as of Q4 2022.
WISDOMTREE TR - NEW ECON REAL ES (WTRE) has 23 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 661K shares
.
Largest 10 shareholders include JANE STREET GROUP, LLC (210K shares), Brinker Capital Investments, LLC (99.6K shares), Royal Bank of Canada (97.3K shares), Endowment Wealth Management, Inc. (32K shares), AE Wealth Management LLC (31.7K shares), Mason Investment Advisory Services, Inc. (21.7K shares), Beacon Pointe Advisors, LLC (21K shares), BANK OF MONTREAL /CAN/ (19.1K shares), Orion Portfolio Solutions, LLC (17.3K shares), and CITADEL ADVISORS LLC (17.2K shares).
This table shows the top 23 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.