WISDOMTREE TR WISDOMTREE US VA is a security (CUSIP 97717W547) tracked across SEC portfolio filings. 229 institutional managers reported $2.2B on Form 13F as of 2026-06-30; 1 registered fund positions totaling $3.7M via N-PORT as of 2026-03-31.
Showing 15 of 229 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| LPL Financial LLC | FORT MILL, SC | $335.0M | 3,536,335 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $168.1M | 1,652,709 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $165.4M | 1,746,280 |
| MORGAN STANLEY | NEW YORK, NY | $152.9M | 1,614,340 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $134.7M | 1,424,059 |
| HighTower Advisors, LLC | CHICAGO, IL | $129.0M | 1,267,908 |
| Smith Anglin Financial, LLC | DALLAS, TX | $96.2M | 1,112,973 |
| FIRST COMMUNITY TRUST NA | DUBUQUE, IA | $55.5M | 545,821 |
| Kestra Advisory Services, LLC | AUSTIN, TX | $52.6M | 516,715 |
| Cetera Investment Advisers | SCHAUMBURG, IL | $49.8M | 525,408 |
| Private Advisor Group, LLC | MORRISTOWN, NJ | $36.2M | 355,607 |
| RESOLUTE CAPITAL, LLC | GREENVILLE, SC | $35.2M | 346,145 |
| STIFEL FINANCIAL CORP | ST. LOUIS, MO | $33.4M | 352,839 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $29.9M | 315,673 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | MILWAUKEE, WI | $29.3M | 308,847 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| The E-Valuator Moderate (50%-70%) RMS Fund | E-Valuator Funds Trust | $3.7M | 252.63% |