Q1 2021 13F Holders as of 3/31/2021
-
Type / Class
-
Equity / FUTRE STRAT FD
-
Number of holders
-
36
-
Total 13F shares, excl. options
-
2.35M
-
Shares change
-
-91K
-
Total reported value, excl. options
-
$91.6M
-
Value change
-
-$3.49M
-
Number of buys
-
12
-
Number of sells
-
-19
-
Price
-
$38.97
Significant Holders of WISDOMTREE TR - FUTRE STRAT FD (WTMF) as of Q1 2021
38 filings reported holding WTMF - WISDOMTREE TR - FUTRE STRAT FD as of Q1 2021.
WISDOMTREE TR - FUTRE STRAT FD (WTMF) has 36 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.35M shares
.
Largest 10 shareholders include MORGAN STANLEY (923K shares), Comprehensive Wealth Management, LLC (476K shares), Efficient Advisors, LLC (180K shares), Cambria Investment Management, L.P. (132K shares), WELLS FARGO & COMPANY/MN (99K shares), Betterment LLC (95.1K shares), O'Dell Group, LLC (90.2K shares), Equitable Holdings, Inc. (52.9K shares), Perigon Wealth Management, LLC (40.3K shares), and HARBOUR INVESTMENTS, INC. (28.1K shares).
This table shows the top 36 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.