Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / HEDGED HI YLD BD
-
Total 13F shares
-
5,116,301
-
Share change
-
-1,531,614
-
Total reported value
-
$107,576,642
-
Price per share
-
$21.02
-
Number of holders
-
53
-
Value change
-
-$32,153,240
-
Number of buys
-
17
-
Number of sells
-
30
Institutional Holders of WISDOMTREE TR - HEDGED HI YLD BD (HYZD) as of Q2 2023
As of 30 Jun 2023,
WISDOMTREE TR - HEDGED HI YLD BD (HYZD) was held by
53 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,116,301 shares.
The largest 10 holders included
UBS Group AG, B. Riley Wealth Advisors, Inc., ENVESTNET ASSET MANAGEMENT INC, MORGAN STANLEY, AMERIPRISE FINANCIAL INC, OSAIC HOLDINGS, INC., LPL Financial LLC, Private Advisor Group, LLC, McAdam, LLC, and Kestra Advisory Services, LLC.
This page lists
53
institutional shareholders reporting positions in this security
for the Q2 2023 filing period.
| 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.