Q3 2024 13F Holders as of 30 Sep 2024
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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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2,675,633
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Share change
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+165,522
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Total reported value
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$214,088,512
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Price per share
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$80.00
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Number of holders
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71
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Value change
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+$13,663,138
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Number of buys
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35
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Number of sells
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23
Institutional Holders of WISDOMTREE TR - WISDOMTREE US VA (WTV) as of Q3 2024
As of 30 Sep 2024 WISDOMTREE TR - WISDOMTREE US VA (WTV) had 71 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 2,675,633 shares of stock of the company.
Largest 10 holders included LPL Financial LLC, Prism Advisors, Inc., Raymond James Financial Services Advisors, Inc., Legacy Financial Advisors, Inc., MORGAN STANLEY, Team Financial Group, LLC, CWM, LLC, JPMORGAN CHASE & CO, AE Wealth Management LLC, and COMMONWEALTH EQUITY SERVICES, LLC.
This table shows 72 institutional shareholders of the security as of 30 Sep 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.