CUSIP: 97717W596
Q1 2021 13F Holders as of 31 Mar 2021
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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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1,014,794
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Share change
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-6,405
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Total reported value
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$44,568,209
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Price per share
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$43.92
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Number of holders
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28
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Value change
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-$205,644
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Number of buys
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13
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Number of sells
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9
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:
Q2 2021
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Previous quarter:
Q4 2020
Recent filing periods for CUSIP 97717W596:
Institutional Holders of WISDOMTREE TR - US ESG FUND (RESP) as of Q1 2021
As of 31 Mar 2021,
WISDOMTREE TR - US ESG FUND (RESP) was held by
28 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,014,794 shares.
The largest 10 holders included
Choice Wealth Advisors, LLC, Charter Oak Capital Management, LLC, LPL Financial LLC, M Holdings Securities, Inc., ROYAL BANK OF CANADA, Cambridge Investment Research Advisors, Inc., Thrivent Financial for Lutherans, ADVISOR GROUP HOLDINGS, INC., Cetera Investment Advisers, and WELLS FARGO & COMPANY/MN.
This page lists
28
institutional shareholders reporting positions in this security
for the Q1 2021 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.