Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / FLOATNG RAT TREA
-
Total 13F shares
-
473,250
-
Share change
-
+69,392
-
Total reported value
-
$23,776,065
-
Price per share
-
$50.24
-
Number of holders
-
7
-
Value change
-
+$3,486,256
-
Number of buys
-
3
-
Number of sells
-
1
Institutional Holders of WISDOMTREE TR - FLOATNG RAT TREA (USFR) as of Q4 2023
As of 31 Dec 2023,
WISDOMTREE TR - FLOATNG RAT TREA (USFR) was held by
7 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
473,250 shares.
The largest 10 holders included
BANK OF AMERICA CORP /DE/, MORGAN STANLEY, Summit Trail Advisors, LLC, LPL Financial LLC, JPMORGAN CHASE & CO, AMERIPRISE FINANCIAL INC, UBS Group AG, BIP Wealth, LLC, Richard Bernstein Advisors LLC, and WELLS FARGO & COMPANY/MN.
This page lists
505
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.