Q3 2024 13F Holders as of 9/30/2024
-
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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54
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Total 13F shares, excl. options
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5.92M
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Shares change
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-331K
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Total reported value, excl. options
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$133M
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Value change
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-$7.4M
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Number of buys
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21
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Number of sells
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-30
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Price
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$22.42
Significant Holders of WisdomTree Trust - EXCHANGE TRADED PRODUCT (AGZD) as of Q3 2024
62 filings reported holding AGZD - WisdomTree Trust - EXCHANGE TRADED PRODUCT as of Q3 2024.
WisdomTree Trust - EXCHANGE TRADED PRODUCT (AGZD) has 54 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.92M shares
of 6.07M outstanding shares and own 97.45% of the company stock.
Largest 10 shareholders include Modern Wealth Management, LLC (1.03M shares), Trilogy Capital Inc. (856K shares), LPL Financial LLC (634K shares), BANK OF AMERICA CORP /DE/ (614K shares), WIN ADVISORS, INC (459K shares), HighTower Advisors, LLC (255K shares), Dogwood Wealth Management LLC (230K shares), CAPTRUST FINANCIAL ADVISORS (227K shares), McAdam, LLC (196K shares), and WBI INVESTMENTS, LLC (153K shares).
This table shows the top 54 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.