WISDOMTREE INVTS INC - NOTE 4.250% 6/1 Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2021 to Q2 2023

Type / Class
Debt / NOTE 4.250% 6/1
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of WISDOMTREE INVTS INC - NOTE 4.250% 6/1 across Reporting Periods

Period Principal Value Change Price (% of par) (Median) Investors
2023 Q2 $0 $0 -$50,637,499 0
2023 Q1 $36,527,000 $50,637,499 -$99,497,577 106.15% 7
2022 Q4 $132,627,250 $151,508,423 -$20,408,993 104.64% 10
2022 Q3 $162,272,250 $163,550,286 -$46,472,749 100.65% 12
2022 Q2 $200,520,250 $212,956,654 +$46,377,611 105.6% 12
2022 Q1 $156,736,250 $178,741,354 -$3,270,994 114.5% 12
2021 Q4 $153,758,250 $184,921,734 +$6,657,431 120.15% 13
2021 Q3 $147,559,250 $181,143,000 +$181,143,000 116.92% 14