Q2 2024 13F Holders as of 30 Jun 2024
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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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66
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Total 13F shares, excl. options
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2,687,504
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Shares change
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+455,391
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Total reported value, excl. options
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$196,160,180
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Value change
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+$33,147,550
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Number of buys
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29
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Number of sells
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26
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Price
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$72.99
Institutional Holders of WISDOMTREE TR - WISDOMTREE US VA (WTV) as of Q2 2024
As of 30 Jun 2024 WISDOMTREE TR - WISDOMTREE US VA (WTV) had 66 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 2,687,504 shares of stock of the company.
Largest 10 holders included LPL Financial LLC, Raymond James Financial Services Advisors, Inc., Legacy Financial Advisors, Inc., Prism Advisors, Inc., Private Wealth Strategies, L.L.C., MORGAN STANLEY, ENVESTNET ASSET MANAGEMENT INC, Team Financial Group, LLC, CWM, LLC, and JPMORGAN CHASE & CO.
This table shows 69 institutional shareholders of the security as of 30 Jun 2024.
| 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.