Security key
97717W794
- Type / Class
- Equity / TRUE DEVELOPED I
- Total 13F shares
- 4,390,188
- Share change
- -274,877
- Total reported value
- $216,686,819
- Price per share
- $49.34
- Number of holders
- 75
- Value change
- -$13,418,077
- Number of buys
- 34
- Number of sells
- 29
Report period
Q2 2021
Institutions
75
Top holders
10
Broader feeds
Reporting periods
Holder history for CUSIP 97717W794
Recent filing periods:
Top shareholders of DOL - WISDOMTREE TR - TRUE DEVELOPED I (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with the largest verified stakes, then open the linked filing trail.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of WISDOMTREE TR - TRUE DEVELOPED I (DOL) as of Q2 2021
As of 30 Jun 2021,
WISDOMTREE TR - TRUE DEVELOPED I (DOL) was held by
75 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,390,188 shares.
The largest 10 holders included
Creative Planning, HUNTINGTON NATIONAL BANK, MORGAN STANLEY, Key Financial Inc, BANK OF AMERICA CORP /DE/, FIRST REPUBLIC INVESTMENT MANAGEMENT, INC., Avidian Wealth Solutions, LLC, ROYAL BANK OF CANADA, Baystate Wealth Management LLC, and UBS Group AG.
This page lists
76
institutional shareholders reporting positions in this security
for the Q2 2021 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2021 vs Q1 2021 Across Filers
Q1 2021 holders
77
Q2 2021 holders
75
Holder diff
-2
| Investor | Q1 2021 Shares | Q2 2021 Shares | Share Diff | Share Chg % | Q1 2021 Value $ | Q2 2021 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.