Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / HEDGED HI YLD BD
-
Number of holders
-
53
-
Total 13F shares, excl. options
-
5,116,301
-
Shares change
-
-1,531,614
-
Total reported value, excl. options
-
$107,576,642
-
Value change
-
-$32,153,240
-
Number of buys
-
17
-
Number of sells
-
-30
-
Price
-
$21.02
Significant Holders of WISDOMTREE TR - HEDGED HI YLD BD (HYZD) as of Q2 2023
57 filings reported holding HYZD - WISDOMTREE TR - HEDGED HI YLD BD as of Q2 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 5,116,301 shares
.
Largest 10 shareholders include UBS Group AG (1,110,084 shares), B. Riley Wealth Advisors, Inc. (733,871 shares), ENVESTNET ASSET MANAGEMENT INC (645,328 shares), MORGAN STANLEY (506,788 shares), AMERIPRISE FINANCIAL INC (383,353 shares), OSAIC HOLDINGS, INC. (249,953 shares), LPL Financial LLC (236,769 shares), Private Advisor Group, LLC (125,680 shares), McAdam, LLC (86,567 shares), and Kestra Advisory Services, LLC (83,181 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.