Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / WISDOMTREE US VA
-
Total 13F shares
-
5,596
-
Share change
-
0
-
Total reported value
-
$383,461
-
Price per share
-
$68.52
-
Number of holders
-
1
Institutional Holders of WISDOMTREE TR - WISDOMTREE US VA (WTV) as of Q4 2023
As of 31 Dec 2023 WISDOMTREE TR - WISDOMTREE US VA (WTV) had 1 institutional shareholder that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 5,596 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, MORGAN STANLEY, Team Financial Group, LLC, Carlson Capital Management, Cambridge Investment Research Advisors, Inc., Kovack Advisors, Inc., and COMMONWEALTH EQUITY SERVICES, LLC.
This table shows 60 institutional shareholders of the security as of 31 Dec 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.