Q1 2023 13F Holders as of 3/31/2023
-
Type / Class
-
Equity / NEW ECON REAL ES
-
Number of holders
-
19
-
Total 13F shares, excl. options
-
403K
-
Shares change
-
-158K
-
Total reported value, excl. options
-
$6.89M
-
Value change
-
-$2.65M
-
Number of buys
-
2
-
Number of sells
-
-15
-
Price
-
$17.02
Significant Holders of WISDOMTREE TR - NEW ECON REAL ES (WTRE) as of Q1 2023
26 filings reported holding WTRE - WISDOMTREE TR - NEW ECON REAL ES as of Q1 2023.
WISDOMTREE TR - NEW ECON REAL ES (WTRE) has 19 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 403K shares
.
Largest 10 shareholders include JANE STREET GROUP, LLC (143K shares), Royal Bank of Canada (93.7K shares), AE Wealth Management LLC (28.6K shares), Mason Investment Advisory Services, Inc. (21.7K shares), Beacon Pointe Advisors, LLC (21K shares), Endowment Wealth Management, Inc. (19.4K shares), FLOW TRADERS U.S. LLC (17.5K shares), LPL Financial LLC (16.5K shares), BANK OF AMERICA CORP /DE/ (16.2K shares), and WELLS FARGO & COMPANY/MN (14K shares).
This table shows the top 19 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.