Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / HEDGED HI YLD BD
-
Number of holders
-
37
-
Total 13F shares, excl. options
-
2,892,543
-
Shares change
-
+896,772
-
Total reported value, excl. options
-
$63,993,228
-
Value change
-
+$19,966,154
-
Number of buys
-
23
-
Number of sells
-
-17
-
Price
-
$22.12
Significant Holders of WISDOMTREE TR - HEDGED HI YLD BD (HYZD) as of Q1 2021
45 filings reported holding HYZD - WISDOMTREE TR - HEDGED HI YLD BD as of Q1 2021.
WISDOMTREE TR - HEDGED HI YLD BD (HYZD) has 37 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,892,543 shares
.
Largest 10 shareholders include B. Riley Wealth Management, Inc. (732,195 shares), BlueCrest Capital Management Ltd (304,705 shares), AlphaStar Capital Management, LLC (261,827 shares), CITADEL ADVISORS LLC (243,560 shares), ADVISOR GROUP HOLDINGS, INC. (198,936 shares), McAdam, LLC (182,494 shares), MORGAN STANLEY (115,002 shares), VISTA INVESTMENT MANAGEMENT (111,841 shares), BANK OF AMERICA CORP /DE/ (102,698 shares), and New England Investment & Retirement Group, Inc. (97,102 shares).
This table shows the top 37 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.