Q1 2023 13F Holders as of 3/31/2023
-
Type / Class
-
Equity / EXCHANGE TRADED PRODUCT
-
Shares outstanding
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6.07M
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Number of holders
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58
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Total 13F shares, excl. options
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3.98M
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Shares change
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-739K
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Total reported value, excl. options
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$174M
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Value change
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-$32.2M
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Number of buys
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32
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Number of sells
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-27
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Price
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$43.53
Significant Holders of WisdomTree Trust - EXCHANGE TRADED PRODUCT (AGZD) as of Q1 2023
67 filings reported holding AGZD - WisdomTree Trust - EXCHANGE TRADED PRODUCT as of Q1 2023.
WisdomTree Trust - EXCHANGE TRADED PRODUCT (AGZD) has 58 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.98M shares
of 6.07M outstanding shares and own 65.52% of the company stock.
Largest 10 shareholders include Trilogy Capital Inc. (653K shares), BANK OF AMERICA CORP /DE/ (563K shares), LPL Financial LLC (476K shares), Barber Financial Group, Inc. (298K shares), D.A. DAVIDSON & CO. (214K shares), JANE STREET GROUP, LLC (206K shares), IFP Advisors, Inc (181K shares), SILVER OAK SECURITIES, INCORPORATED (140K shares), ADVISOR GROUP HOLDINGS, INC. (119K shares), and Eqis Capital Management, Inc. (117K shares).
This table shows the top 58 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.