Q3 2023 13F Holders as of 9/30/2023
-
Type / Class
-
Equity / NEW ECON REAL ES
-
Number of holders
-
18
-
Total 13F shares, excl. options
-
186K
-
Shares change
-
-132K
-
Total reported value, excl. options
-
$2.98M
-
Value change
-
-$2.24M
-
Number of buys
-
10
-
Number of sells
-
-6
-
Price
-
$15.71
Significant Holders of WISDOMTREE TR - NEW ECON REAL ES (WTRE) as of Q3 2023
23 filings reported holding WTRE - WISDOMTREE TR - NEW ECON REAL ES as of Q3 2023.
WISDOMTREE TR - NEW ECON REAL ES (WTRE) has 18 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 186K shares
.
Largest 10 shareholders include CITADEL ADVISORS LLC (37.8K shares), AE Wealth Management LLC (28.6K shares), Mason Investment Advisory Services, Inc. (22K shares), Beacon Pointe Advisors, LLC (20.6K shares), LPL Financial LLC (18.6K shares), Endowment Wealth Management, Inc. (18K shares), WELLS FARGO & COMPANY/MN (18K shares), BANK OF AMERICA CORP /DE/ (17.9K shares), OSAIC HOLDINGS, INC. (10.8K shares), and JTC Employer Solutions Trustee Ltd (5.8K shares).
This table shows the top 18 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.