Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / WISDOMTREE US VA
-
Total 13F shares
-
1,592,863
-
Share change
-
+499,189
-
Total reported value
-
$93,413,407
-
Price per share
-
$58.64
-
Number of holders
-
46
-
Value change
-
+$29,299,572
-
Number of buys
-
23
-
Number of sells
-
18
Institutional Holders of WISDOMTREE TR - WISDOMTREE US VA (WTV) as of Q1 2023
As of 31 Mar 2023,
WISDOMTREE TR - WISDOMTREE US VA (WTV) was held by
46 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,592,863 shares.
The largest 10 holders included
LPL Financial LLC, Kestra Advisory Services, LLC, Raymond James Financial Services Advisors, Inc., Private Wealth Strategies, L.L.C., WJ Wealth Management, LLC, CWM, LLC, Carlson Capital Management, MORGAN STANLEY, STIFEL FINANCIAL CORP, and RVW Wealth, LLC.
This page lists
46
institutional shareholders reporting positions in this security
for the Q1 2023 filing period.
| 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.