Q3 2024 13F Holders as of 9/30/2024
-
Type / Class
-
Equity / NEW ECON REAL ES
-
Number of holders
-
21
-
Total 13F shares, excl. options
-
202K
-
Shares change
-
+37.4K
-
Total reported value, excl. options
-
$3.99M
-
Value change
-
+$809K
-
Number of buys
-
8
-
Number of sells
-
-5
-
Price
-
$19.91
Significant Holders of WISDOMTREE TR - NEW ECON REAL ES (WTRE) as of Q3 2024
22 filings reported holding WTRE - WISDOMTREE TR - NEW ECON REAL ES as of Q3 2024.
WISDOMTREE TR - NEW ECON REAL ES (WTRE) has 21 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 202K shares
.
Largest 10 shareholders include FLOW TRADERS U.S. LLC (46.5K shares), JANE STREET GROUP, LLC (25.5K shares), AE Wealth Management LLC (24.9K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (24.7K shares), Beacon Pointe Advisors, LLC (20K shares), BANK OF AMERICA CORP /DE/ (16K shares), WELLS FARGO & COMPANY/MN (12.6K shares), LPL Financial LLC (12.5K shares), OSAIC HOLDINGS, INC. (7.18K shares), and JTC Employer Solutions Trustee Ltd (5.8K shares).
This table shows the top 21 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.