Q2 2024 13F Holders as of 6/30/2024
-
Type / Class
-
Equity / US SHT TRM CORP
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Number of holders
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22
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Total 13F shares, excl. options
-
791K
-
Shares change
-
-150K
-
Total reported value, excl. options
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$37.7M
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Value change
-
-$7.15M
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Number of buys
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11
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Number of sells
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-11
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Price
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$47.61
Significant Holders of WISDOMTREE TR - US SHT TRM CORP (QSIG) as of Q2 2024
24 filings reported holding QSIG - WISDOMTREE TR - US SHT TRM CORP as of Q2 2024.
WISDOMTREE TR - US SHT TRM CORP (QSIG) has 22 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 791K shares
.
Largest 10 shareholders include Prime Capital Investment Advisors, LLC (235K shares), LPL Financial LLC (143K shares), WT Wealth Management (114K shares), INVENIO WEALTH PARTNERS LLC (53.7K shares), Private Advisor Group, LLC (47.9K shares), Global Retirement Partners, LLC (42.4K shares), Smartleaf Asset Management LLC (41.7K shares), JT Stratford LLC (22.5K shares), Atria Investments, Inc (20.5K shares), and CITADEL ADVISORS LLC (13.1K shares).
This table shows the top 22 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.