Q1 2023 13F Holders as of 3/31/2023
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Type / Class
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Equity / US CORP BOND FD
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Number of holders
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8
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Total 13F shares, excl. options
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103K
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Shares change
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-17.4K
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Total reported value, excl. options
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$4.58M
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Value change
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-$775K
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Number of buys
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3
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Number of sells
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-6
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Price
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$44.44
Significant Holders of WISDOMTREE TR - US CORP BOND FD (QIG) as of Q1 2023
11 filings reported holding QIG - WISDOMTREE TR - US CORP BOND FD as of Q1 2023.
WISDOMTREE TR - US CORP BOND FD (QIG) has 8 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 103K shares
.
Largest 10 shareholders include JANE STREET GROUP, LLC (53.7K shares), LPL Financial LLC (27.5K shares), CITADEL ADVISORS LLC (15.1K shares), Perennial Advisors, LLC (4.89K shares), NewSquare Capital LLC (1.75K shares), ADVISOR GROUP HOLDINGS, INC. (126 shares), Belpointe Asset Management LLC (38 shares), FMR LLC (1 shares), FIFTH THIRD BANCORP (0 shares), and Coastal Investment Advisors, Inc. (0 shares).
This table shows the top 8 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.