Q3 2020 13F Holders as of 30 Sep 2020
-
Type / Class
-
Equity / FUTRE STRAT FD
-
Number of holders
-
28
-
Total 13F shares, excl. options
-
2,061,308
-
Shares change
-
+282,220
-
Total reported value, excl. options
-
$72,171,832
-
Value change
-
+$9,883,748
-
Number of buys
-
12
-
Number of sells
-
-19
-
Price
-
$35.01
Significant Holders of WISDOMTREE TR - FUTRE STRAT FD (WTMF) as of Q3 2020
37 filings reported holding WTMF - WISDOMTREE TR - FUTRE STRAT FD as of Q3 2020.
WISDOMTREE TR - FUTRE STRAT FD (WTMF) has 28 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,061,308 shares
.
Largest 10 shareholders include MORGAN STANLEY (1,123,716 shares), Efficient Advisors, LLC (239,943 shares), Cambria Investment Management, L.P. (133,934 shares), O'Dell Group, LLC (110,048 shares), Betterment LLC (94,975 shares), BANK OF AMERICA CORP /DE/ (90,734 shares), Equitable Holdings, Inc. (53,620 shares), Perigon Wealth Management, LLC (31,962 shares), IAG Wealth Partners, LLC (25,947 shares), and CX Institutional (25,610 shares).
This table shows the top 28 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.