Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / MORTGAGE PLUS BD
-
Total 13F shares
-
1,051,143
-
Share change
-
+157,073
-
Total reported value
-
$47,396,405
-
Price per share
-
$45.08
-
Number of holders
-
29
-
Value change
-
+$7,101,689
-
Number of buys
-
17
-
Number of sells
-
14
Institutional Holders of WISDOMTREE TR - MORTGAGE PLUS BD (MTGP) as of Q3 2024
As of 30 Sep 2024,
WISDOMTREE TR - MORTGAGE PLUS BD (MTGP) was held by
29 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,051,143 shares.
The largest 10 holders included
IHT Wealth Management, LLC, INVENIO WEALTH PARTNERS LLC, Private Advisor Group, LLC, Smartleaf Asset Management LLC, Atria Investments, Inc, JANE STREET GROUP, LLC, Insight Advisors, LLC/ PA, RFG Advisory, LLC, Oxinas Partners Wealth Management LLC, and NBC SECURITIES, INC..
This page lists
29
institutional shareholders reporting positions in this security
for the Q3 2024 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.