Q4 2021 13F Holders as of 31 Dec 2021
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Type / Class
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Equity / WISDOMTREE US VA
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Total 13F shares
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821,893
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Share change
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+45,879
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Total reported value
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$52,080,784
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Price per share
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$63.36
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Number of holders
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37
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Value change
-
+$2,962,143
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Number of buys
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15
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Number of sells
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14
Institutional Holders of WISDOMTREE TR - WISDOMTREE US VA (WTV) as of Q4 2021
As of 31 Dec 2021 WISDOMTREE TR - WISDOMTREE US VA (WTV) had 37 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 821,893 shares of stock of the company.
Largest 10 holders included Raymond James Financial Services Advisors, Inc., CWM, LLC, ADVISOR GROUP HOLDINGS, INC., BALASA DINVERNO & FOLTZ LLC, LPL Financial LLC, STIFEL FINANCIAL CORP, Rockefeller Capital Management L.P., RVW Wealth, LLC, MORGAN STANLEY, and Laurel Wealth Advisors, Inc..
This table shows 37 institutional shareholders of the security as of 31 Dec 2021.
| 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.