Q3 2023 13F Holders as of 30 Sep 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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45
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Total 13F shares, excl. options
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1,487,268
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Shares change
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+156,721
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Total reported value, excl. options
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$91,863,591
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Value change
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+$9,618,332
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Number of buys
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23
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Number of sells
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18
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Price
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$61.77
Institutional Holders of WISDOMTREE TR - WISDOMTREE US VA (WTV) as of Q3 2023
As of 30 Sep 2023 WISDOMTREE TR - WISDOMTREE US VA (WTV) had 45 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,487,268 shares of stock of the company.
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 table shows 45 institutional shareholders of the security as of 30 Sep 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.