Security key
97717W430
- Type / Class
- Equity / HEDGED HI YLD BD
- Total 13F shares
- 2,892,543
- Share change
- +896,772
- Total reported value
- $63,993,228
- Price per share
- $22.12
- Number of holders
- 37
- Value change
- +$19,966,154
- Number of buys
- 23
- Number of sells
- 17
Report period
Q1 2021
Institutions
37
Top holders
10
Broader feeds
Reporting periods
Holder history for CUSIP 97717W430
Recent filing periods:
Top shareholders of HYZD - WISDOMTREE TR - HEDGED HI YLD BD (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of WISDOMTREE TR - HEDGED HI YLD BD (HYZD) as of Q1 2021
As of 31 Mar 2021,
WISDOMTREE TR - HEDGED HI YLD BD (HYZD) was held by
37 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,892,543 shares.
The largest 10 holders included
B. Riley Wealth Management, Inc., BlueCrest Capital Management Ltd, AlphaStar Capital Management, LLC, CITADEL ADVISORS LLC, ADVISOR GROUP HOLDINGS, INC., McAdam, LLC, MORGAN STANLEY, VISTA INVESTMENT MANAGEMENT, BANK OF AMERICA CORP /DE/, and New England Investment & Retirement Group, Inc..
This page lists
37
institutional shareholders reporting positions in this security
for the Q1 2021 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2021 vs Q4 2020 Across Filers
Q4 2020 holders
39
Q1 2021 holders
37
Holder diff
-2
| Investor | Q4 2020 Shares | Q1 2021 Shares | Share Diff | Share Chg % | Q4 2020 Value $ | Q1 2021 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.