Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / WISDOMTREE US VA
-
Total 13F shares
-
4,236,763
-
Share change
-
+1,233,555
-
Total reported value
-
$354,057,950
-
Price per share
-
$83.58
-
Number of holders
-
99
-
Value change
-
+$103,300,008
-
Number of buys
-
52
-
Number of sells
-
22
Institutional Holders of WISDOMTREE TR - WISDOMTREE US VA (WTV) as of Q4 2024
As of 31 Dec 2024,
WISDOMTREE TR - WISDOMTREE US VA (WTV) was held by
99 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,236,763 shares.
The largest 10 holders included
LPL Financial LLC, RAYMOND JAMES FINANCIAL INC, Horizon Wealth Management, LLC, Prism Advisors, Inc., Legacy Financial Advisors, Inc., Anderson Financial Strategies, LLC, MORGAN STANLEY, Lido Advisors, LLC, Kestra Advisory Services, LLC, and JPMORGAN CHASE & CO.
This page lists
101
institutional shareholders reporting positions in this security
for the Q4 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.