Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / WSDM EMKTBD FD
-
Number of holders
-
23
-
Total 13F shares, excl. options
-
442,912
-
Shares change
-
+237,969
-
Total reported value, excl. options
-
$32,875,000
-
Value change
-
+$17,821,075
-
Number of buys
-
15
-
Number of sells
-
-6
-
Price
-
$74.99
Significant Holders of WISDOMTREE TR - WSDM EMKTBD FD (EMCB) as of Q1 2021
26 filings reported holding EMCB - WISDOMTREE TR - WSDM EMKTBD FD as of Q1 2021.
WISDOMTREE TR - WSDM EMKTBD FD (EMCB) has 23 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 442,912 shares
.
Largest 10 shareholders include MORGAN STANLEY (73,094 shares), Financial Partners Group, Inc (63,048 shares), CITADEL ADVISORS LLC (60,494 shares), Oxinas Partners Wealth Management LLC (58,029 shares), Collaborative Wealth Managment Inc. (39,600 shares), JANE STREET GROUP, LLC (39,202 shares), UBS Group AG (23,055 shares), AE Wealth Management LLC (20,714 shares), Good Life Advisors, LLC (20,233 shares), and LPL Financial LLC (14,979 shares).
This table shows the top 23 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.