Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / NEW ECON REAL ES
-
Number of holders
-
20
-
Total 13F shares, excl. options
-
425,067
-
Shares change
-
-257,748
-
Total reported value, excl. options
-
$7,263,466
-
Value change
-
-$4,287,555
-
Number of buys
-
2
-
Number of sells
-
16
-
Price
-
$17.02
Institutional Holders of WISDOMTREE TR - NEW ECON REAL ES (WTRE) as of Q1 2023
As of 31 Mar 2023 WISDOMTREE TR - NEW ECON REAL ES (WTRE) had 20 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 425,067 shares of stock of the company.
Largest 10 holders included JANE STREET GROUP, LLC, Royal Bank of Canada, AE Wealth Management LLC, Mason Investment Advisory Services, Inc., Beacon Pointe Advisors, LLC, Endowment Wealth Management, Inc., FLOW TRADERS U.S. LLC, LPL Financial LLC, BANK OF AMERICA CORP /DE/, and WELLS FARGO & COMPANY/MN.
This table shows 20 institutional shareholders of the security as of 31 Mar 2023.
| 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.