Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / US CORP BOND FD
-
Number of holders
-
12
-
Total 13F shares, excl. options
-
781,752
-
Shares change
-
+24,839
-
Total reported value, excl. options
-
$41,993,000
-
Value change
-
+$1,329,821
-
Number of buys
-
5
-
Number of sells
-
-7
-
Price
-
$53.74
Significant Holders of WISDOMTREE TR - US CORP BOND FD (QIG) as of Q4 2021
14 filings reported holding QIG - WISDOMTREE TR - US CORP BOND FD as of Q4 2021.
WISDOMTREE TR - US CORP BOND FD (QIG) has 12 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 781,752 shares
.
Largest 10 shareholders include AE Wealth Management LLC (685,050 shares), JANE STREET GROUP, LLC (27,709 shares), LPL Financial LLC (25,230 shares), Advisor Resource Council (17,298 shares), Private Advisor Group, LLC (9,462 shares), Financial Advocates Investment Management (4,898 shares), MARIPAU WEALTH MANAGEMENT LLC (4,445 shares), NewSquare Capital LLC (3,590 shares), ADVISOR GROUP HOLDINGS, INC. (2,485 shares), and CWM, LLC (667 shares).
This table shows the top 12 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.