WISDOMTREE TR - US ESG FUND (RESP)

CUSIP: 97717W596

Q1 2023 13F Holders as of 31 Mar 2023

Type / Class
Equity / US ESG FUND
Total 13F shares
604,429
Share change
-19,457
Total reported value
$26,051,442
Price per share
$43.11
Number of holders
37
Value change
-$840,315
Number of buys
16
Number of sells
12

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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Institutional Holders of WISDOMTREE TR - US ESG FUND (RESP) as of Q1 2023

As of 31 Mar 2023, WISDOMTREE TR - US ESG FUND (RESP) was held by 37 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 604,429 shares. The largest 10 holders included Charter Oak Capital Management, LLC, LPL Financial LLC, M Holdings Securities, Inc., Cetera Investment Advisers, Raymond James Financial Services Advisors, Inc., ADVISOR GROUP HOLDINGS, INC., Richard Bernstein Advisors LLC, RAYMOND JAMES TRUST N.A., Financial Advocates Investment Management, and MORGAN STANLEY. This page lists 37 institutional shareholders reporting positions in this security for the Q1 2023 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.