Q3 2022 13F Holders as of 30 Sep 2022
-
Type / Class
-
Equity / WISDOMTREE US VA
-
Total 13F shares
-
1,164,835
-
Share change
-
+43,141
-
Total reported value
-
$59,466,000
-
Price per share
-
$51.04
-
Number of holders
-
36
-
Value change
-
+$2,166,972
-
Number of buys
-
14
-
Number of sells
-
16
Institutional Holders of WISDOMTREE TR - WISDOMTREE US VA (WTV) as of Q3 2022
As of 30 Sep 2022,
WISDOMTREE TR - WISDOMTREE US VA (WTV) was held by
36 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,164,835 shares.
The largest 10 holders included
Raymond James Financial Services Advisors, Inc., Private Wealth Strategies, L.L.C., MORGAN STANLEY, CWM, LLC, Carlson Capital Management, LPL Financial LLC, BALASA DINVERNO & FOLTZ LLC, STIFEL FINANCIAL CORP, RVW Wealth, LLC, and Rockefeller Capital Management L.P..
This page lists
36
institutional shareholders reporting positions in this security
for the Q3 2022 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.