Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / MORTGAGE PLUS BD
-
Total 13F shares
-
330,282
-
Share change
-
+16,202
-
Total reported value
-
$16,808,000
-
Price per share
-
$50.88
-
Number of holders
-
10
-
Value change
-
+$828,344
-
Number of buys
-
7
-
Number of sells
-
7
Institutional Holders of WISDOMTREE TR - MORTGAGE PLUS BD (MTGP) as of Q2 2021
As of 30 Jun 2021,
WISDOMTREE TR - MORTGAGE PLUS BD (MTGP) was held by
10 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
330,282 shares.
The largest 10 holders included
Private Wealth Strategies, L.L.C., Private Advisor Group, LLC, JD Financial Services Inc., AE Wealth Management LLC, Truadvice, LLC, OLD MISSION CAPITAL LLC, FIRST WILSHIRE SECURITIES MANAGEMENT INC, JANE STREET GROUP, LLC, Patriot Financial Group Insurance Agency, LLC, and CWM, LLC.
This page lists
11
institutional shareholders reporting positions in this security
for the Q2 2021 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.