Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / WSDM EMKTBD FD
-
Total 13F shares
-
548,681
-
Share change
-
+225,519
-
Total reported value
-
$35,485,163
-
Price per share
-
$64.67
-
Number of holders
-
18
-
Value change
-
+$14,596,555
-
Number of buys
-
8
-
Number of sells
-
10
Institutional Holders of WISDOMTREE TR - WSDM EMKTBD FD (EMCB) as of Q1 2024
As of 31 Mar 2024,
WISDOMTREE TR - WSDM EMKTBD FD (EMCB) was held by
18 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
548,681 shares.
The largest 10 holders included
LPL Financial LLC, UBS Group AG, JANE STREET GROUP, LLC, Good Life Advisors, LLC, Collaborative Wealth Managment Inc., OneDigital Investment Advisors LLC, AE Wealth Management LLC, MOODY NATIONAL BANK TRUST DIVISION, ENVESTNET ASSET MANAGEMENT INC, and OSAIC HOLDINGS, INC..
This page lists
18
institutional shareholders reporting positions in this security
for the Q1 2024 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.