Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / MORTGAGE PLUS BD
-
Number of holders
-
11
-
Total 13F shares, excl. options
-
330,480
-
Shares change
-
+14,032
-
Total reported value, excl. options
-
$16,818,075
-
Value change
-
+$718,216
-
Number of buys
-
7
-
Number of sells
-
-8
-
Price
-
$50.88
Significant Holders of WISDOMTREE TR - MORTGAGE PLUS BD (MTGP) as of Q2 2021
17 filings reported holding MTGP - WISDOMTREE TR - MORTGAGE PLUS BD as of Q2 2021.
WISDOMTREE TR - MORTGAGE PLUS BD (MTGP) has 11 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 330,480 shares
.
Largest 10 shareholders include Private Wealth Strategies, L.L.C. (178,308 shares), Private Advisor Group, LLC (47,300 shares), JD Financial Services Inc. (36,463 shares), AE Wealth Management LLC (22,782 shares), Truadvice, LLC (18,620 shares), OLD MISSION CAPITAL LLC (9,094 shares), FIRST WILSHIRE SECURITIES MANAGEMENT INC (7,868 shares), JANE STREET GROUP, LLC (6,191 shares), Patriot Financial Group Insurance Agency, LLC (2,898 shares), and CWM, LLC (758 shares).
This table shows the top 11 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.