Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / WISDOMTREE US VA
-
Total 13F shares
-
2,171,796
-
Share change
-
+417,662
-
Total reported value
-
$164,025,365
-
Price per share
-
$75.60
-
Number of holders
-
65
-
Value change
-
+$31,726,606
-
Number of buys
-
34
-
Number of sells
-
21
Institutional Holders of WISDOMTREE TR - WISDOMTREE US VA (WTV) as of Q1 2024
As of 31 Mar 2024,
WISDOMTREE TR - WISDOMTREE US VA (WTV) was held by
65 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,171,796 shares.
The largest 10 holders included
LPL Financial LLC, Raymond James Financial Services Advisors, Inc., Legacy Financial Advisors, Inc., Private Wealth Strategies, L.L.C., ENVESTNET ASSET MANAGEMENT INC, MORGAN STANLEY, CWM, LLC, Team Financial Group, LLC, Cambridge Investment Research Advisors, Inc., and COMMONWEALTH EQUITY SERVICES, LLC.
This page lists
65
institutional shareholders reporting positions in this security
for the Q1 2024 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.