Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / MORTGAGE PLUS BD
-
Total 13F shares
-
777,886
-
Share change
-
+286,593
-
Total reported value
-
$34,141,137
-
Price per share
-
$43.88
-
Number of holders
-
22
-
Value change
-
+$12,660,445
-
Number of buys
-
15
-
Number of sells
-
7
Institutional Holders of WISDOMTREE TR - MORTGAGE PLUS BD (MTGP) as of Q4 2023
As of 31 Dec 2023,
WISDOMTREE TR - MORTGAGE PLUS BD (MTGP) was held by
22 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
777,886 shares.
The largest 10 holders included
IHT Wealth Management, LLC, Private Advisor Group, LLC, Smartleaf Asset Management LLC, JANE STREET GROUP, LLC, INVENIO WEALTH PARTNERS LLC, LPL Financial LLC, Atria Investments, Inc, ENVESTNET ASSET MANAGEMENT INC, KLR INVESTMENT ADVISORS, LLC, and My Legacy Advisors, LLC.
This page lists
22
institutional shareholders reporting positions in this security
for the Q4 2023 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.