Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / WISDOMTREE US VA
-
Total 13F shares
-
2,756,513
-
Share change
-
+514,426
-
Total reported value
-
$201,197,139
-
Price per share
-
$72.99
-
Number of holders
-
69
-
Value change
-
+$37,456,515
-
Number of buys
-
31
-
Number of sells
-
27
Institutional Holders of WISDOMTREE TR - WISDOMTREE US VA (WTV) as of Q2 2024
As of 30 Jun 2024,
WISDOMTREE TR - WISDOMTREE US VA (WTV) was held by
69 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,756,513 shares.
The largest 10 holders included
LPL Financial LLC, Raymond James Financial Services Advisors, Inc., Legacy Financial Advisors, Inc., Prism Advisors, Inc., Private Wealth Strategies, L.L.C., MORGAN STANLEY, ENVESTNET ASSET MANAGEMENT INC, Team Financial Group, LLC, CWM, LLC, and JPMORGAN CHASE & CO.
This page lists
69
institutional shareholders reporting positions in this security
for the Q2 2024 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.