Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / FUTRE STRAT FD
-
Number of holders
-
37
-
Total 13F shares, excl. options
-
2,858,522
-
Shares change
-
+183,967
-
Total reported value, excl. options
-
$117,135,878
-
Value change
-
+$7,533,673
-
Number of buys
-
17
-
Number of sells
-
-16
-
Price
-
$40.99
Significant Holders of WISDOMTREE TR - FUTRE STRAT FD (WTMF) as of Q3 2021
41 filings reported holding WTMF - WISDOMTREE TR - FUTRE STRAT FD as of Q3 2021.
WISDOMTREE TR - FUTRE STRAT FD (WTMF) has 37 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,858,522 shares
.
Largest 10 shareholders include MORGAN STANLEY (1,348,754 shares), Comprehensive Wealth Management, LLC (468,060 shares), Efficient Advisors, LLC (155,889 shares), WELLS FARGO & COMPANY/MN (141,206 shares), Cambria Investment Management, L.P. (133,877 shares), O'Dell Group, LLC (102,695 shares), Betterment LLC (94,134 shares), Equitable Holdings, Inc. (85,700 shares), U.S. Capital Wealth Advisors, LLC (68,241 shares), and Perigon Wealth Management, LLC (39,494 shares).
This table shows the top 37 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.