Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / MORTGAGE PLUS BD
-
Number of holders
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12
-
Total 13F shares, excl. options
-
417,362
-
Shares change
-
+87,640
-
Total reported value, excl. options
-
$21,150,035
-
Value change
-
+$4,436,402
-
Number of buys
-
7
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Number of sells
-
-4
-
Price
-
$50.68
Significant Holders of WISDOMTREE TR - MORTGAGE PLUS BD (MTGP) as of Q3 2021
13 filings reported holding MTGP - WISDOMTREE TR - MORTGAGE PLUS BD as of Q3 2021.
WISDOMTREE TR - MORTGAGE PLUS BD (MTGP) has 12 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 417,362 shares
.
Largest 10 shareholders include Private Wealth Strategies, L.L.C. (184,257 shares), Private Advisor Group, LLC (94,842 shares), JANE STREET GROUP, LLC (68,364 shares), JD Financial Services Inc. (39,522 shares), Truadvice, LLC (8,420 shares), FIRST WILSHIRE SECURITIES MANAGEMENT INC (7,868 shares), OLD MISSION CAPITAL LLC (5,977 shares), LPL Financial LLC (4,010 shares), Patriot Financial Group Insurance Agency, LLC (2,866 shares), and ADVISOR GROUP HOLDINGS, INC. (815 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.