Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / MORTGAGE PLUS BD
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Total 13F shares
-
366,318
-
Share change
-
-54,186
-
Total reported value
-
$18,405,000
-
Price per share
-
$50.25
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Number of holders
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13
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Value change
-
-$2,728,640
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Number of buys
-
8
-
Number of sells
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7
Institutional Holders of WISDOMTREE TR - MORTGAGE PLUS BD (MTGP) as of Q4 2021
As of 31 Dec 2021 WISDOMTREE TR - MORTGAGE PLUS BD (MTGP) had 13 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 366,318 shares of stock of the company.
Largest 10 holders included Private Wealth Strategies, L.L.C., LPL Financial LLC, Private Advisor Group, LLC, JD Financial Services Inc., Truadvice, LLC, JANE STREET GROUP, LLC, ENVESTNET ASSET MANAGEMENT INC, Patriot Financial Group Insurance Agency, LLC, CoreCap Advisors, LLC, and ADVISOR GROUP HOLDINGS, INC..
This table shows 13 institutional shareholders of the security as of 31 Dec 2021.
| 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.