Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / MORTGAGE PLUS BD
-
Total 13F shares
-
894,690
-
Share change
-
-63,611
-
Total reported value
-
$38,613,056
-
Price per share
-
$43.13
-
Number of holders
-
27
-
Value change
-
-$2,751,363
-
Number of buys
-
19
-
Number of sells
-
11
Institutional Holders of WISDOMTREE TR - MORTGAGE PLUS BD (MTGP) as of Q2 2024
As of 30 Jun 2024,
WISDOMTREE TR - MORTGAGE PLUS BD (MTGP) was held by
27 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
894,690 shares.
The largest 10 holders included
IHT Wealth Management, LLC, Private Advisor Group, LLC, Smartleaf Asset Management LLC, INVENIO WEALTH PARTNERS LLC, Atria Investments, Inc, Insight Advisors, LLC/ PA, RFG Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC, NBC SECURITIES, INC., and CITADEL ADVISORS LLC.
This page lists
27
institutional shareholders reporting positions in this security
for the Q2 2024 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.