Q1 2022 13F Holders as of 31 Mar 2022
-
Type / Class
-
Equity / MORTGAGE PLUS BD
-
Total 13F shares
-
361,702
-
Share change
-
+32,895
-
Total reported value
-
$17,315,000
-
Price per share
-
$47.90
-
Number of holders
-
14
-
Value change
-
+$1,553,777
-
Number of buys
-
7
-
Number of sells
-
5
Institutional Holders of WISDOMTREE TR - MORTGAGE PLUS BD (MTGP) as of Q1 2022
As of 31 Mar 2022,
WISDOMTREE TR - MORTGAGE PLUS BD (MTGP) was held by
14 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
361,702 shares.
The largest 10 holders included
Private Wealth Strategies, L.L.C., LPL Financial LLC, Private Advisor Group, LLC, RFG Advisory, LLC, Stewardship Advisors, LLC, Truadvice, LLC, ADVISOR GROUP HOLDINGS, INC., ENVESTNET ASSET MANAGEMENT INC, Patriot Financial Group Insurance Agency, LLC, and UBS Group AG.
This page lists
14
institutional shareholders reporting positions in this security
for the Q1 2022 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.