Q4 2024 13F Holders as of 12/31/2024
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Type / Class
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Equity / US SHT TRM CORP
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Number of holders
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23
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Total 13F shares, excl. options
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681K
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Shares change
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-92.6K
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Total reported value, excl. options
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$32.7M
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Value change
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-$4.46M
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Number of buys
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13
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Number of sells
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-9
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Price
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$48.06
Significant Holders of WISDOMTREE TR - US SHT TRM CORP (QSIG) as of Q4 2024
25 filings reported holding QSIG - WISDOMTREE TR - US SHT TRM CORP as of Q4 2024.
WISDOMTREE TR - US SHT TRM CORP (QSIG) has 23 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 681K shares
.
Largest 10 shareholders include Prime Capital Investment Advisors, LLC (235K shares), INVENIO WEALTH PARTNERS LLC (60.8K shares), Global Retirement Partners, LLC (58.5K shares), WT Wealth Management (50.3K shares), Private Advisor Group, LLC (37.5K shares), JANE STREET GROUP, LLC (36.6K shares), Smartleaf Asset Management LLC (35.3K shares), LPL Financial LLC (35K shares), Atria Investments, Inc (27.9K shares), and Defined Financial Planning LLC (26.2K shares).
This table shows the top 23 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.