Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / WSDM EMKTBD FD
-
Total 13F shares
-
647,300
-
Share change
-
-22,783
-
Total reported value
-
$43,161,213
-
Price per share
-
$66.68
-
Number of holders
-
18
-
Value change
-
-$1,363,226
-
Number of buys
-
8
-
Number of sells
-
10
Institutional Holders of WISDOMTREE TR - WSDM EMKTBD FD (EMCB) as of Q3 2024
As of 30 Sep 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
647,300 shares.
The largest 10 holders included
LPL Financial LLC, Integrated Wealth Concepts LLC, UBS Group AG, Good Life Advisors, LLC, Collaborative Wealth Managment Inc., MOODY NATIONAL BANK TRUST DIVISION, AE Wealth Management LLC, ENVESTNET ASSET MANAGEMENT INC, OneDigital Investment Advisors LLC, and OSAIC HOLDINGS, INC..
This page lists
18
institutional shareholders reporting positions in this security
for the Q3 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.