Security key
97717W547
- Type / Class
- Equity / WISDOMTREE US VA
- Total 13F shares
- 100,867
- Share change
- +25,636
- Total reported value
- $6,270,000
- Price per share
- $61.63
- Number of holders
- 12
- Value change
- +$1,631,787
- Number of buys
- 4
- Number of sells
- 4
Report period
Q3 2015
Institutions
12
Top holders
10
Broader feeds
Reporting periods
Holder history for CUSIP 97717W547
Recent filing periods:
Top shareholders of WTV - WISDOMTREE TR - WISDOMTREE US VA (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of WISDOMTREE TR - WISDOMTREE US VA (WTV) as of Q3 2015
As of 30 Sep 2015,
WISDOMTREE TR - WISDOMTREE US VA (WTV) was held by
12 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
100,867 shares.
The largest 10 holders included
MORGAN STANLEY, LPL Financial LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, MURPHY CAPITAL MANAGEMENT INC, Wharton Business Group, LLC, AMERICAN INTERNATIONAL GROUP INC, UBS Group AG, BANK OF AMERICA CORP /DE/, CAPTRUST FINANCIAL ADVISORS, and Gradient Investments LLC.
This page lists
12
institutional shareholders reporting positions in this security
for the Q3 2015 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2015 vs Q2 2015 Across Filers
Q2 2015 holders
12
Q3 2015 holders
12
Holder diff
0
| Investor | Q2 2015 Shares | Q3 2015 Shares | Share Diff | Share Chg % | Q2 2015 Value $ | Q3 2015 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.