WisdomTree Trust - 97717W596
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Funds
· Industry:
ETF / Fund
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Company profile
Description is not available for this instrument yet.
Quarter snapshot
Latest / Compare
Q4 2023
· Q3 2023
Value (USD)
Total reported value ($000)
$14.4M
QoQ value delta ($000)
+$1.72M
(+13.56%)
Implied price effect (QoQ)
+11.37%
Shares
Total shares
293,027
QoQ shares delta
+5,655
(+1.97%)
Total shares held by funds (by quarter)
Top holders (Q4 2023)
Top 25 only
Full list
Early Q1 2024 data: only 1 institutional holders reported so far. More will appear as funds file with the SEC.
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| LPL Financial LLC | 6,095 | 123,926 | 0.0% |
| Cetera Investment Advisers | 1,735 | 35,287 | 0.01% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,449 | 29,466 | 0.0% |
| OSAIC HOLDINGS, INC. | 1,070 | 21,763 | 0.0% |
| CITADEL ADVISORS LLC | 904 | 18,385 | 0.0% |
| MORGAN STANLEY | 706 | 14,367 | 0.0% |
| GREAT VALLEY ADVISOR GROUP, INC. | 501 | 10,195 | 0.02% |
| JPMORGAN CHASE & CO | 483 | 9,839 | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 400 | 8,126 | 0.0% |
| Private Advisor Group, LLC | 365 | 7,422 | 0.0% |
| Stratos Wealth Partners, LTD. | 250 | 5,082 | 0.0% |
| WELLS FARGO & COMPANY/MN | 206 | 4,201 | 0.0% |
| BANK OF AMERICA CORP /DE/ | 87 | 1,787 | 0.0% |
| UBS Group AG | 68 | 1,397 | 0.0% |
| Steward Partners Investment Advisory, LLC | 47 | 975 | 0.0% |
| PNC FINANCIAL SERVICES GROUP, INC. | 21 | 447 | 0.0% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 8 | 165 | 0.0% |
| IFP Advisors, Inc | 6 | 130 | 0.0% |
| Richard Bernstein Advisors LLC | 3 | 65 | 0.0% |
| FMR LLC | 0 | 2 | 0.0% |