Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / HEDGED HI YLD BD
-
Number of holders
-
43
-
Total 13F shares, excl. options
-
4,029,223
-
Shares change
-
+822,150
-
Total reported value, excl. options
-
$89,583,277
-
Value change
-
+$18,273,587
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Number of buys
-
27
-
Number of sells
-
-15
-
Price
-
$22.23
Significant Holders of WISDOMTREE TR - HEDGED HI YLD BD (HYZD) as of Q3 2021
48 filings reported holding HYZD - WISDOMTREE TR - HEDGED HI YLD BD as of Q3 2021.
WISDOMTREE TR - HEDGED HI YLD BD (HYZD) has 43 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4,029,223 shares
.
Largest 10 shareholders include B. Riley Wealth Management, Inc. (829,359 shares), MORGAN STANLEY (593,128 shares), LPL Financial LLC (449,297 shares), ROYAL BANK OF CANADA (359,560 shares), Alphastar Capital Management, LLC (287,951 shares), ADVISOR GROUP HOLDINGS, INC. (233,465 shares), McAdam, LLC (169,276 shares), VISTA INVESTMENT MANAGEMENT (121,414 shares), New England Investment & Retirement Group, Inc. (107,994 shares), and BANK OF AMERICA CORP /DE/ (104,996 shares).
This table shows the top 43 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.