CUSIP: 97717W596
Q3 2022 13F Holders as of 30 Sep 2022
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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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618,073
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Share change
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-8,387
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Total reported value
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$23,631,896
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Price per share
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$38.23
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Number of holders
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36
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Value change
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-$346,579
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Number of buys
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18
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Number of sells
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8
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:
Q4 2022
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Previous quarter:
Q2 2022
Recent filing periods for CUSIP 97717W596:
Institutional Holders of WISDOMTREE TR - US ESG FUND (RESP) as of Q3 2022
As of 30 Sep 2022,
WISDOMTREE TR - US ESG FUND (RESP) was held by
36 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
618,073 shares.
The largest 10 holders included
Charter Oak Capital Management, LLC, LPL Financial LLC, M Holdings Securities, Inc., Raymond James Financial Services Advisors, Inc., SUSQUEHANNA INTERNATIONAL GROUP, LLP, Cetera Investment Advisers, ADVISOR GROUP HOLDINGS, INC., Richard Bernstein Advisors LLC, RAYMOND JAMES TRUST N.A., and ROYAL BANK OF CANADA.
This page lists
36
institutional shareholders reporting positions in this security
for the Q3 2022 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.