WISDOMTREE TR - US ESG FUND (RESP)

CUSIP: 97717W596

Q4 2023 13F Holders as of 31 Dec 2023

Type / Class
Equity / US ESG FUND
Total 13F shares
550,696
Share change
-16,740
Total reported value
$27,089,383
Price per share
$49.19
Number of holders
40
Value change
-$779,950
Number of buys
13
Number of sells
16

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 Q4 2023

As of 31 Dec 2023, WISDOMTREE TR - US ESG FUND (RESP) was held by 40 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 550,696 shares. The largest 10 holders included LPL Financial LLC, Charter Oak Capital Management, LLC, M Holdings Securities, Inc., Cetera Investment Advisers, SUSQUEHANNA INTERNATIONAL GROUP, LLP, Raymond James Financial Services Advisors, Inc., OSAIC HOLDINGS, INC., CITADEL ADVISORS LLC, RAYMOND JAMES TRUST N.A., and MORGAN STANLEY. This page lists 40 institutional shareholders reporting positions in this security for the Q4 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.