Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / NEW ECON REAL ES
-
Total 13F shares
-
124,090
-
Share change
-
-194,389
-
Total reported value
-
$2,266,192
-
Price per share
-
$18.11
-
Number of holders
-
17
-
Value change
-
-$3,510,884
-
Number of buys
-
5
-
Number of sells
-
11
Institutional Holders of WISDOMTREE TR - NEW ECON REAL ES (WTRE) as of Q1 2024
As of 31 Mar 2024,
WISDOMTREE TR - NEW ECON REAL ES (WTRE) was held by
17 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
124,090 shares.
The largest 10 holders included
AE Wealth Management LLC, CITADEL ADVISORS LLC, BANK OF AMERICA CORP /DE/, SUSQUEHANNA INTERNATIONAL GROUP, LLP, LPL Financial LLC, WELLS FARGO & COMPANY/MN, OSAIC HOLDINGS, INC., JTC Employer Solutions Trustee Ltd, MORGAN STANLEY, and Steward Partners Investment Advisory, LLC.
This page lists
17
institutional shareholders reporting positions in this security
for the Q1 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.