Q2 2023 13F Holders as of 30 Jun 2023
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Type / Class
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Equity / WISDOMTREE US VA
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Total 13F shares
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1,245,450
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Share change
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-347,219
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Total reported value
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$77,909,354
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Price per share
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$62.55
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Number of holders
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43
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Value change
-
-$20,142,752
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Number of buys
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21
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Number of sells
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16
Institutional Holders of WISDOMTREE TR - WISDOMTREE US VA (WTV) as of Q2 2023
As of 30 Jun 2023 WISDOMTREE TR - WISDOMTREE US VA (WTV) had 43 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,245,450 shares of stock of the company.
Largest 10 holders included Raymond James Financial Services Advisors, Inc., LPL Financial LLC, Private Wealth Strategies, L.L.C., CWM, LLC, Carlson Capital Management, CITADEL ADVISORS LLC, STIFEL FINANCIAL CORP, MORGAN STANLEY, Corient Private Wealth LLC, and RVW Wealth, LLC.
This table shows 43 institutional shareholders of the security as of 30 Jun 2023.
| 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.