Q2 2018 13F Holders as of 30 Jun 2018
-
Type / Class
-
Equity / BLMBG US BULL
-
Number of holders
-
29
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Total 13F shares, excl. options
-
1,545,878
-
Shares change
-
+891,394
-
Total reported value, excl. options
-
$41,095,118
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Value change
-
+$23,831,333
-
Number of buys
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10
-
Number of sells
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-12
-
Price
-
$26.59
Significant Holders of WISDOMTREE TR - BLMBG US BULL (USDU) as of Q2 2018
32 filings reported holding USDU - WISDOMTREE TR - BLMBG US BULL as of Q2 2018.
WISDOMTREE TR - BLMBG US BULL (USDU) has 29 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,545,878 shares
.
Largest 10 shareholders include Janney Capital Management LLC (953,347 shares), Q3 Asset Management (99,540 shares), MORGAN STANLEY (85,388 shares), BANK OF AMERICA CORP /DE/ (66,282 shares), AJ WEALTH STRATEGIES, LLC (60,623 shares), HighTower Advisors, LLC (46,186 shares), CEDAR HILL ASSOCIATES, LLC (40,284 shares), FIRST TRUST ADVISORS LP (28,028 shares), Pinnacle Advisory Group, Inc. (25,929 shares), and Truvestments Capital LLC (24,428 shares).
This table shows the top 29 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.