Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / HEDGED HI YLD BD
-
Number of holders
-
53
-
Total 13F shares, excl. options
-
6,054,740
-
Shares change
-
+930,577
-
Total reported value, excl. options
-
$127,886,533
-
Value change
-
+$19,664,483
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Number of buys
-
20
-
Number of sells
-
-30
-
Price
-
$21.12
Significant Holders of WISDOMTREE TR - HEDGED HI YLD BD (HYZD) as of Q3 2023
58 filings reported holding HYZD - WISDOMTREE TR - HEDGED HI YLD BD as of Q3 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 6,054,740 shares
.
Largest 10 shareholders include B. Riley Wealth Advisors, Inc. (1,170,554 shares), UBS Group AG (1,126,459 shares), ENVESTNET ASSET MANAGEMENT INC (695,030 shares), AMERIPRISE FINANCIAL INC (685,098 shares), MORGAN STANLEY (492,723 shares), OSAIC HOLDINGS, INC. (399,687 shares), LPL Financial LLC (248,215 shares), Private Advisor Group, LLC (127,301 shares), JANE STREET GROUP, LLC (93,176 shares), and McAdam, LLC (84,262 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.