Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / EXCHANGE TRADED PRODUCT
-
Shares outstanding
-
6,071,667
-
Total 13F shares
-
5,934,569
-
Share change
-
-370,867
-
Total reported value
-
$131,046,954
-
Price per share
-
$22.08
-
Number of holders
-
56
-
Value change
-
-$8,127,905
-
Number of buys
-
25
-
Number of sells
-
37
Institutional Holders of WisdomTree Trust - EXCHANGE TRADED PRODUCT (AGZD) as of Q1 2024
As of 31 Mar 2024,
WisdomTree Trust - EXCHANGE TRADED PRODUCT (AGZD) was held by
56 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,934,569 shares.
The largest 10 holders included
Modern Wealth Management, LLC, Trilogy Capital Inc., BANK OF AMERICA CORP /DE/, LPL Financial LLC, WIN ADVISORS, INC, HighTower Advisors, LLC, CAPTRUST FINANCIAL ADVISORS, McAdam, LLC, SILVER OAK SECURITIES, Inc, and Capital Investment Advisory Services, LLC.
This page lists
56
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.