Q2 2020 13F Holders as of 30 Jun 2020
-
Type / Class
-
Equity / MORTGAGE PLUS BD
-
Total 13F shares
-
205,941
-
Share change
-
-73,774
-
Total reported value
-
$10,561,000
-
Price per share
-
$51.28
-
Number of holders
-
6
-
Value change
-
-$3,704,484
-
Number of buys
-
2
-
Number of sells
-
5
Institutional Holders of WISDOMTREE TR - MORTGAGE PLUS BD (MTGP) as of Q2 2020
As of 30 Jun 2020,
WISDOMTREE TR - MORTGAGE PLUS BD (MTGP) was held by
6 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
205,941 shares.
The largest 7 holders included
Private Wealth Strategies, L.L.C., CITADEL ADVISORS LLC, Patriot Financial Group Insurance Agency, LLC, Sowell Financial Services LLC, CWM, LLC, Glen Eagle Advisors, LLC, and ADVISOR GROUP HOLDINGS, INC..
This page lists
7
institutional shareholders reporting positions in this security
for the Q2 2020 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.