Q4 2023 13F Holders as of 12/31/2023
-
Type / Class
-
Equity / US CORP BOND FD
-
Number of holders
-
11
-
Total 13F shares, excl. options
-
129K
-
Shares change
-
+20.8K
-
Total reported value, excl. options
-
$5.8M
-
Value change
-
+$936K
-
Number of buys
-
7
-
Number of sells
-
-4
-
Price
-
$44.89
Significant Holders of WISDOMTREE TR - US CORP BOND FD (QIG) as of Q4 2023
13 filings reported holding QIG - WISDOMTREE TR - US CORP BOND FD as of Q4 2023.
WISDOMTREE TR - US CORP BOND FD (QIG) has 11 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 129K shares
.
Largest 10 shareholders include LPL Financial LLC (38.4K shares), JANE STREET GROUP, LLC (21.1K shares), Mariner, LLC (17.6K shares), Kestra Advisory Services, LLC (15.9K shares), ENVESTNET ASSET MANAGEMENT INC (15.6K shares), CITADEL ADVISORS LLC (7.24K shares), NewSquare Capital LLC (6.27K shares), Perennial Advisors, LLC (4.89K shares), NBC SECURITIES, INC. (1.08K shares), and BANK OF MONTREAL /CAN/ (1.06K shares).
This table shows the top 11 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.