Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / HEDGED HI YLD BD
-
Number of holders
-
38
-
Total 13F shares, excl. options
-
3,207,073
-
Shares change
-
+299,639
-
Total reported value, excl. options
-
$71,385,431
-
Value change
-
+$6,714,277
-
Number of buys
-
23
-
Number of sells
-
-13
-
Price
-
$22.27
Significant Holders of WISDOMTREE TR - HEDGED HI YLD BD (HYZD) as of Q2 2021
42 filings reported holding HYZD - WISDOMTREE TR - HEDGED HI YLD BD as of Q2 2021.
WISDOMTREE TR - HEDGED HI YLD BD (HYZD) has 38 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,207,073 shares
.
Largest 10 shareholders include B. Riley Wealth Management, Inc. (779,073 shares), MORGAN STANLEY (420,870 shares), AlphaStar Capital Management, LLC (269,599 shares), OSAIC HOLDINGS, INC. (216,645 shares), ROYAL BANK OF CANADA (182,925 shares), McAdam, LLC (174,911 shares), Ashton Thomas Private Wealth, LLC (125,330 shares), VISTA INVESTMENT MANAGEMENT (117,011 shares), CITADEL ADVISORS LLC (113,811 shares), and BANK OF AMERICA CORP /DE/ (103,947 shares).
This table shows the top 38 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.