Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / WISDOMTREE US VA
-
Total 13F shares
-
1,487,268
-
Share change
-
+157,017
-
Total reported value
-
$91,863,591
-
Price per share
-
$61.77
-
Number of holders
-
45
-
Value change
-
+$9,636,583
-
Number of buys
-
24
-
Number of sells
-
19
Institutional Holders of WISDOMTREE TR - WISDOMTREE US VA (WTV) as of Q3 2023
As of 30 Sep 2023,
WISDOMTREE TR - WISDOMTREE US VA (WTV) was held by
45 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,487,268 shares.
The largest 10 holders included
LPL Financial LLC, Raymond James Financial Services Advisors, Inc., Private Wealth Strategies, L.L.C., CWM, LLC, Team Financial Group, LLC, Carlson Capital Management, Cambridge Investment Research Advisors, Inc., STIFEL FINANCIAL CORP, MORGAN STANLEY, and Corient Private Wealth LLC.
This page lists
45
institutional shareholders reporting positions in this security
for the Q3 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.