Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / NEW ECON REAL ES
-
Total 13F shares
-
208,613
-
Share change
-
-131,947
-
Total reported value
-
$3,331,995
-
Price per share
-
$15.71
-
Number of holders
-
20
-
Value change
-
-$2,236,738
-
Number of buys
-
12
-
Number of sells
-
6
Institutional Holders of WISDOMTREE TR - NEW ECON REAL ES (WTRE) as of Q3 2023
As of 30 Sep 2023,
WISDOMTREE TR - NEW ECON REAL ES (WTRE) was held by
20 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
208,613 shares.
The largest 10 holders included
CITADEL ADVISORS LLC, AE Wealth Management LLC, Mason Investment Advisory Services, Inc., Beacon Pointe Advisors, LLC, LPL Financial LLC, Endowment Wealth Management, Inc., WELLS FARGO & COMPANY/MN, BANK OF AMERICA CORP /DE/, OSAIC HOLDINGS, INC., and JTC Employer Solutions Trustee Ltd.
This page lists
20
institutional shareholders reporting positions in this security
for the Q3 2023 filing period.
| 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.