Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / MORTGAGE PLUS BD
-
Total 13F shares
-
434,173
-
Share change
-
+70,388
-
Total reported value
-
$18,134,655
-
Price per share
-
$41.67
-
Number of holders
-
18
-
Value change
-
+$2,916,772
-
Number of buys
-
9
-
Number of sells
-
7
Institutional Holders of WISDOMTREE TR - MORTGAGE PLUS BD (MTGP) as of Q3 2023
As of 30 Sep 2023,
WISDOMTREE TR - MORTGAGE PLUS BD (MTGP) was held by
18 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
434,173 shares.
The largest 10 holders included
Private Advisor Group, LLC, Truadvice, LLC, LPL Financial LLC, JANE STREET GROUP, LLC, ENVESTNET ASSET MANAGEMENT INC, RFG Advisory, LLC, KLR INVESTMENT ADVISORS, LLC, INVENIO WEALTH PARTNERS LLC, CITADEL ADVISORS LLC, and JPMORGAN CHASE & CO.
This page lists
18
institutional shareholders reporting positions in this security
for the Q3 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.