Q3 2023 13F Holders as of 9/30/2023
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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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9
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Total 13F shares, excl. options
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108K
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Shares change
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-11.4K
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Total reported value, excl. options
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$4.55M
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Value change
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-$477K
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Number of buys
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4
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Number of sells
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-2
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Price
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$41.97
Significant Holders of WISDOMTREE TR - US CORP BOND FD (QIG) as of Q3 2023
9 filings reported holding QIG - WISDOMTREE TR - US CORP BOND FD as of Q3 2023.
WISDOMTREE TR - US CORP BOND FD (QIG) has 9 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 108K shares
.
Largest 9 shareholders include JANE STREET GROUP, LLC (53.5K shares), LPL Financial LLC (30.4K shares), CITADEL ADVISORS LLC (11.6K shares), NewSquare Capital LLC (6.15K shares), Perennial Advisors, LLC (4.89K shares), NBC SECURITIES, INC. (1.08K shares), BANK OF MONTREAL /CAN/ (383 shares), Royal Bank of Canada (231 shares), and Coastal Investment Advisors, Inc. (160 shares).
This table shows the top 9 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.