Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / HEDGED HI YLD BD
-
Number of holders
-
53
-
Total 13F shares, excl. options
-
6,635,896
-
Shares change
-
-357,209
-
Total reported value, excl. options
-
$137,823,656
-
Value change
-
-$7,367,559
-
Number of buys
-
20
-
Number of sells
-
-35
-
Price
-
$20.77
Significant Holders of WISDOMTREE TR - HEDGED HI YLD BD (HYZD) as of Q1 2023
65 filings reported holding HYZD - WISDOMTREE TR - HEDGED HI YLD BD as of Q1 2023.
WISDOMTREE TR - HEDGED HI YLD BD (HYZD) has 53 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6,635,896 shares
.
Largest 10 shareholders include UBS Group AG (1,079,606 shares), B. Riley Wealth Advisors, Inc. (796,588 shares), ENVESTNET ASSET MANAGEMENT INC (751,085 shares), JANE STREET GROUP, LLC (637,353 shares), MORGAN STANLEY (560,404 shares), Royal Bank of Canada (495,316 shares), AMERIPRISE FINANCIAL INC (397,104 shares), ADVISOR GROUP HOLDINGS, INC. (281,836 shares), LPL Financial LLC (213,396 shares), and Kestra Advisory Services, LLC (149,904 shares).
This table shows the top 53 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.