Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / WSDM EMKTBD FD
-
Total 13F shares
-
670,083
-
Share change
-
+121,402
-
Total reported value
-
$43,137,339
-
Price per share
-
$64.36
-
Number of holders
-
19
-
Value change
-
+$7,820,905
-
Number of buys
-
12
-
Number of sells
-
7
Institutional Holders of WISDOMTREE TR - WSDM EMKTBD FD (EMCB) as of Q2 2024
As of 30 Jun 2024,
WISDOMTREE TR - WSDM EMKTBD FD (EMCB) was held by
19 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
670,083 shares.
The largest 10 holders included
LPL Financial LLC, UBS Group AG, Integrated Wealth Concepts LLC, Good Life Advisors, LLC, JANE STREET GROUP, LLC, Collaborative Wealth Managment Inc., OneDigital Investment Advisors LLC, AE Wealth Management LLC, MOODY NATIONAL BANK TRUST DIVISION, and ENVESTNET ASSET MANAGEMENT INC.
This page lists
19
institutional shareholders reporting positions in this security
for the Q2 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.