CUSIP: 97717W596
Q2 2018 13F Holders as of 30 Jun 2018
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Type / Class
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Equity / US ESG FUND
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Total 13F shares
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283,690
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Share change
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-160,362
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Total reported value
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$8,957,018
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Price per share
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$31.64
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Number of holders
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23
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Value change
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-$5,000,536
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Number of buys
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6
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Number of sells
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10
Quarterly Holders Quick Answers
What is CUSIP 97717W596?
CUSIP 97717W596 identifies RESP - WISDOMTREE TR - US ESG FUND in SEC institutional holdings data.
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Newer quarter:
Q3 2018
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Previous quarter:
Q1 2018
Recent filing periods for CUSIP 97717W596:
Institutional Holders of WISDOMTREE TR - US ESG FUND (RESP) as of Q2 2018
As of 30 Jun 2018,
WISDOMTREE TR - US ESG FUND (RESP) was held by
23 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
283,690 shares.
The largest 10 holders included
LADENBURG THALMANN FINANCIAL SERVICES INC., M Holdings Securities, Inc., WELLS FARGO & COMPANY/MN, Ironsides Asset Advisors, LLC, Clearwater Capital Advisors, LLC, MORGAN STANLEY, LPL Financial LLC, BANK OF AMERICA CORP /DE/, COMMONWEALTH EQUITY SERVICES, LLC, and SYNOVUS FINANCIAL CORP.
This page lists
23
institutional shareholders reporting positions in this security
for the Q2 2018 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.