Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / EXCHANGE TRADED PRODUCT
-
Shares outstanding
-
6,071,667
-
Number of holders
-
55
-
Total 13F shares, excl. options
-
6,248,012
-
Shares change
-
+370,064
-
Total reported value, excl. options
-
$139,309,761
-
Value change
-
+$8,277,038
-
Number of buys
-
27
-
Number of sells
-
29
-
Price
-
$22.30
Institutional Holders of WisdomTree Trust - EXCHANGE TRADED PRODUCT (AGZD) as of Q2 2024
As of 30 Jun 2024 WisdomTree Trust - EXCHANGE TRADED PRODUCT (AGZD) had 55 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 6,248,012 shares of stock of the company.
Largest 10 holders included Modern Wealth Management, LLC, Trilogy Capital Inc., LPL Financial LLC, BANK OF AMERICA CORP /DE/, WIN ADVISORS, INC, HighTower Advisors, LLC, CAPTRUST FINANCIAL ADVISORS, McAdam, LLC, Dogwood Wealth Management LLC, and SYKON CAPITAL LLC.
This table shows 55 institutional shareholders of the security as of 30 Jun 2024.
| 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.