CUSIP: 97717Y725
Q1 2021 13F Holders as of 31 Mar 2021
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Type / Class
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Equity / MORTGAGE PLUS BD
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Total 13F shares
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316,448
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Share change
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-32,649
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Total reported value
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$16,077,181
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Price per share
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$50.79
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Number of holders
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16
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Value change
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-$1,662,819
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Number of buys
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10
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Number of sells
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5
Quarterly Holders Quick Answers
What is CUSIP 97717Y725?
CUSIP 97717Y725 identifies MTGP - WISDOMTREE TR - MORTGAGE PLUS BD in SEC institutional holdings data.
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Newer quarter:
Q2 2021
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Previous quarter:
Q4 2020
Recent filing periods for CUSIP 97717Y725:
Institutional Holders of WISDOMTREE TR - MORTGAGE PLUS BD (MTGP) as of Q1 2021
As of 31 Mar 2021,
WISDOMTREE TR - MORTGAGE PLUS BD (MTGP) was held by
16 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
316,448 shares.
The largest 10 holders included
Private Wealth Strategies, L.L.C., CITADEL ADVISORS LLC, Private Advisor Group, LLC, Truadvice, LLC, JD Financial Services Inc., FIRST WILSHIRE SECURITIES MANAGEMENT INC, OLD MISSION CAPITAL LLC, Sowell Financial Services LLC, Patriot Financial Group Insurance Agency, LLC, and JANE STREET GROUP, LLC.
This page lists
16
institutional shareholders reporting positions in this security
for the Q1 2021 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.