Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / WISDOMTREE US VA
-
Total 13F shares
-
7,571,364
-
Share change
-
+3,297,214
-
Total reported value
-
$620,522,869
-
Price per share
-
$82.17
-
Number of holders
-
135
-
Value change
-
+$269,308,574
-
Number of buys
-
95
-
Number of sells
-
28
Institutional Holders of WISDOMTREE TR - WISDOMTREE US VA (WTV) as of Q1 2025
As of 31 Mar 2025,
WISDOMTREE TR - WISDOMTREE US VA (WTV) was held by
135 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
7,571,364 shares.
The largest 10 holders included
LPL Financial LLC, MORGAN STANLEY, RAYMOND JAMES FINANCIAL INC, STIFEL FINANCIAL CORP, Lido Advisors, LLC, Prism Advisors, Inc., Kestra Advisory Services, LLC, Anderson Financial Strategies, LLC, Legacy Financial Advisors, Inc., and Cambridge Investment Research Advisors, Inc..
This page lists
136
institutional shareholders reporting positions in this security
for the Q1 2025 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.