WISDOMTREE TR WTV
WISDOMTREE US VA · ETP · CUSIP 97717W547
38
institutional holders
1.2m
shares reported held*
$59.5mreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $51.05.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| Raymond James Financial Services Advisors, Inc. 0.03% of their portfolio | 282.1k $14.4m | — |
| Private Wealth Strategies, L.L.C. 2.53% of their portfolio | 169.8k $8.7m | — |
| MORGAN STANLEY 0.00% of their portfolio | 131.4k $6.7m | — |
| CWM, LLC 0.05% of their portfolio | 116.7k $6.0m | — |
| Carlson Capital Management 0.40% of their portfolio | 91.5k $4.7m | — |
| LPL Financial LLC 0.00% of their portfolio | 86.1k $4.4m | — |
| BALASA DINVERNO & FOLTZ LLC 0.17% of their portfolio | 52.1k $2.7m | — |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 34.0k $1.7m | — |
| RVW Wealth, LLC 0.20% of their portfolio | 27.5k $1.4m | — |
| Rockefeller Capital Management L.P. 0.01% of their portfolio | 23.9k $1.2m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 17.5k $894.0k | — |
| Stratos Wealth Partners, LTD. 0.02% of their portfolio | 16.5k $843.0k | — |
| GREAT VALLEY ADVISOR GROUP, INC. 0.04% of their portfolio | 15.0k $764.0k | — |
| Cetera Advisor Networks LLC 0.01% of their portfolio | 14.8k $755.0k | — |
| O'Brien Greene & Co. Inc 0.09% of their portfolio | 13.5k $689.0k | — |
| FLOW TRADERS U.S. LLC 0.03% of their portfolio | 12.0k $612.0k | — |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 11.6k $592.0k | — |
| PEAPACK GLADSTONE FINANCIAL CORP 0.01% of their portfolio | 6.9k $350.0k | — |
| Wharton Business Group, LLC 0.02% of their portfolio | 6.7k $342.0k | — |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 5.9k $302.0k | — |
| Dynamic Advisor Solutions LLC 0.02% of their portfolio | 5.7k $293.0k | — |
| Cetera Investment Advisers 0.00% of their portfolio | 5.7k $291.0k | — |
| M Holdings Securities, Inc. 0.03% of their portfolio | 5.4k $277.0k | — |
| Betterment LLC 0.00% of their portfolio | 3.8k $203.0k | — |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 1.5k $77.0k | — |
| UBS Group AG 0.00% of their portfolio | 1.1k $54.0k | — |
| Tacita Capital Inc 0.04% of their portfolio | 970 $50.0k | — |
| Accel Wealth Management 0.03% of their portfolio | 920 $50.0k | — |
| Ancora Advisors LLC 0.00% of their portfolio | 850 $43.0k | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 814 $42.0k | — |
| Geneos Wealth Management Inc. 0.00% of their portfolio | 800 $40.0k | — |
| BLAIR WILLIAM & CO/IL 0.00% of their portfolio | 519 $26.0k | — |
| CITIGROUP INC 0.00% of their portfolio | 430 $22.0k | — |
| MUFG Americas Holdings Corp 0.00% of their portfolio | 394 $20.0k | — |
| Householder Group Estate & Retirement Specialist, LLC 0.00% of their portfolio | 194 $9.0k | — |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 100 $5.0k | — |
| CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio | 2 $0 | — |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | — |