Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / WSDM EMKTBD FD
-
Total 13F shares
-
323,429
-
Share change
-
-106,635
-
Total reported value
-
$20,664,465
-
Price per share
-
$63.90
-
Number of holders
-
20
-
Value change
-
-$6,658,859
-
Number of buys
-
9
-
Number of sells
-
14
Institutional Holders of WISDOMTREE TR - WSDM EMKTBD FD (EMCB) as of Q4 2023
As of 31 Dec 2023,
WISDOMTREE TR - WSDM EMKTBD FD (EMCB) was held by
20 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
323,429 shares.
The largest 10 holders included
LPL Financial LLC, Collaborative Wealth Managment Inc., Good Life Advisors, LLC, OneDigital Investment Advisors LLC, ENVESTNET ASSET MANAGEMENT INC, AE Wealth Management LLC, MOODY NATIONAL BANK TRUST DIVISION, UBS Group AG, Kestra Advisory Services, LLC, and OSAIC HOLDINGS, INC..
This page lists
20
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| 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.