Security key
97717W547
- Type / Class
- Equity / WISDOMTREE US VA
- Total 13F shares
- 569,737
- Share change
- +236,715
- Total reported value
- $34,372,000
- Price per share
- $59.77
- Number of holders
- 29
- Value change
- +$13,204,926
- Number of buys
- 27
- Number of sells
- 8
Report period
Q2 2021
Institutions
29
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 by the holder's primary source 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 Q2 2021
As of 30 Jun 2021,
WISDOMTREE TR - WISDOMTREE US VA (WTV) was held by
29 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
569,737 shares.
The largest 10 holders included
Raymond James Financial Services Advisors, Inc., CWM, LLC, BALASA DINVERNO & FOLTZ LLC, TRUIST FINANCIAL CORP, RVW Wealth, LLC, Stratos Wealth Partners, LTD., Laurel Wealth Advisors, Inc., MORGAN STANLEY, LPL Financial LLC, and CITADEL ADVISORS LLC.
This page lists
29
institutional shareholders reporting positions in this security
for the Q2 2021 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2021 vs Q1 2021 Across Filers
Q1 2021 holders
31
Q2 2021 holders
29
Holder diff
-2
| Investor | Q1 2021 Shares | Q2 2021 Shares | Share Diff | Share Chg % | Q1 2021 Value $ | Q2 2021 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.