Q1 2023 13F Holders as of 3/31/2023
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Type / Class
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Equity / WISDOMTREE US VA
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Number of holders
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46
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Total 13F shares, excl. options
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1.59M
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Shares change
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+501K
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Total reported value, excl. options
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$93.4M
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Value change
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+$29.4M
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Number of buys
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23
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Number of sells
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-17
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Price
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$58.64
Significant Holders of WISDOMTREE TR - WISDOMTREE US VA (WTV) as of Q1 2023
50 filings reported holding WTV - WISDOMTREE TR - WISDOMTREE US VA as of Q1 2023.
WISDOMTREE TR - WISDOMTREE US VA (WTV) has 46 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.59M shares
.
Largest 10 shareholders include LPL Financial LLC (280K shares), Kestra Advisory Services, LLC (261K shares), Raymond James Financial Services Advisors, Inc. (255K shares), Private Wealth Strategies, L.L.C. (177K shares), WJ Wealth Management, LLC (128K shares), CWM, LLC (113K shares), Carlson Capital Management (71.4K shares), MORGAN STANLEY (48K shares), STIFEL FINANCIAL CORP (47.2K shares), and RVW Wealth, LLC (27.3K shares).
This table shows the top 46 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.