Q3 2023 13F Holders as of 9/30/2023
-
Type / Class
-
Equity / FUTRE STRAT FD
-
Number of holders
-
48
-
Total 13F shares, excl. options
-
3.62M
-
Shares change
-
-7.91K
-
Total reported value, excl. options
-
$127M
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Value change
-
-$291K
-
Number of buys
-
21
-
Number of sells
-
-22
-
Price
-
$35.21
Significant Holders of WISDOMTREE TR - FUTRE STRAT FD (WTMF) as of Q3 2023
52 filings reported holding WTMF - WISDOMTREE TR - FUTRE STRAT FD as of Q3 2023.
WISDOMTREE TR - FUTRE STRAT FD (WTMF) has 48 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.62M shares
.
Largest 10 shareholders include MORGAN STANLEY (1.41M shares), Cambria Investment Management, L.P. (421K shares), Avestar Capital, LLC (198K shares), LPL Financial LLC (190K shares), O'Dell Group, LLC (145K shares), Cardinal Point Capital Management, ULC (141K shares), Efficient Advisors, LLC (97.1K shares), WELLS FARGO & COMPANY/MN (93K shares), Betterment LLC (89.4K shares), and Austin Wealth Management, LLC (75.8K shares).
This table shows the top 48 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.