Q3 2018 13F Holders as of 30 Sep 2018
-
Type / Class
-
Equity / NEW ECON REAL ES
-
Number of holders
-
35
-
Total 13F shares, excl. options
-
907,145
-
Shares change
-
+13,211
-
Total reported value, excl. options
-
$26,680,000
-
Value change
-
+$380,116
-
Number of buys
-
15
-
Number of sells
-
-11
-
Price
-
$29.41
Significant Holders of WISDOMTREE TR - NEW ECON REAL ES (WTRE) as of Q3 2018
38 filings reported holding WTRE - WISDOMTREE TR - NEW ECON REAL ES as of Q3 2018.
WISDOMTREE TR - NEW ECON REAL ES (WTRE) has 35 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 907,145 shares
.
Largest 10 shareholders include WELLS FARGO & COMPANY/MN (265,259 shares), MORGAN STANLEY (208,238 shares), ROYAL BANK OF CANADA (61,765 shares), Lester Murray Antman dba SimplyRich (45,762 shares), SignalPoint Asset Management, LLC (34,525 shares), Wealthstreet Investment Advisors, LLC (34,269 shares), FIDUCIARY TRUST CO (33,315 shares), ROCKLAND TRUST CO (28,025 shares), BB&T SECURITIES, LLC (23,582 shares), and BANK OF AMERICA CORP /DE/ (23,457 shares).
This table shows the top 35 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.