Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / NEW ECON REAL ES
-
Total 13F shares
-
318,479
-
Share change
-
+109,866
-
Total reported value
-
$5,783,030
-
Price per share
-
$18.30
-
Number of holders
-
21
-
Value change
-
+$2,028,490
-
Number of buys
-
5
-
Number of sells
-
12
Institutional Holders of WISDOMTREE TR - NEW ECON REAL ES (WTRE) as of Q4 2023
As of 31 Dec 2023,
WISDOMTREE TR - NEW ECON REAL ES (WTRE) was held by
21 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
318,479 shares.
The largest 10 holders included
JANE STREET GROUP, LLC, AE Wealth Management LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, CITADEL ADVISORS LLC, Beacon Pointe Advisors, LLC, LPL Financial LLC, WELLS FARGO & COMPANY/MN, BANK OF MONTREAL /CAN/, Mason Investment Advisory Services, Inc., and BANK OF AMERICA CORP /DE/.
This page lists
21
institutional shareholders reporting positions in this security
for the Q4 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.