Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / BLMBG US BULL
-
Total 13F shares
-
5,418,276
-
Share change
-
-846,283
-
Total reported value
-
$143,756,553
-
Price per share
-
$26.53
-
Number of holders
-
48
-
Value change
-
-$22,953,531
-
Number of buys
-
22
-
Number of sells
-
39
Institutional Holders of WISDOMTREE TR - BLMBG US BULL (USDU) as of Q3 2024
As of 30 Sep 2024,
WISDOMTREE TR - BLMBG US BULL (USDU) was held by
48 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,418,276 shares.
The largest 10 holders included
FLAGSHIP HARBOR ADVISORS, LLC, JANE STREET GROUP, LLC, GenWealth Group, Inc., OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC, ENVESTNET ASSET MANAGEMENT INC, LPL Financial LLC, BANK OF AMERICA CORP /DE/, Cetera Investment Advisers, Summit Place Financial Advisors, LLC, and BANK OF MONTREAL /CAN/.
This page lists
48
institutional shareholders reporting positions in this security
for the Q3 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.