WisdomTree Trust - 97717W539
Detailed investor-level table based on 13F positions.
Early Q2 2023 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | History | Added to | 85,086 | 1,511 | 0.0% | 0.0% | 1 | +46,091 | 118.2% | Q1 2020 | May 15, 2020 |
| JANE STREET GROUP, LLC | History | Added to | 56,849 | 1,009 | 0.0% | 0.0% | 2 | +23,530 | 70.62% | Q1 2020 | May 15, 2020 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 43,468 | 772 | 0.0% | — | 3 | +43,468 | New | Q1 2020 | May 15, 2020 |
| Advisor Group Holdings, Inc. | History | New | 9,200 | 163 | 0.0% | — | 4 | +9,200 | New | Q1 2020 | May 18, 2020 |
| ROYAL BANK OF CANADA | History | Added to | 8,082 | 144 | 0.0% | 0.0% | 5 | +8,035 | 17095.74% | Q1 2020 | Jun 16, 2020 |
| MORGAN STANLEY | History | Reduced | 3,799 | 67 | 0.0% | 0.0% | 6 | -20,248 | -84.2% | Q1 2020 | May 26, 2020 |
| CITIGROUP INC | History | No change | 1,009 | 18 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q1 2020 | May 12, 2020 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,703 | -100.0% | Q4 2019 | Feb 14, 2020 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,799 | -100.0% | Q4 2019 | Feb 07, 2020 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q4 2019 | Feb 14, 2020 |