Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / HEDGED HI YLD BD
-
Number of holders
-
54
-
Total 13F shares, excl. options
-
6,601,927
-
Shares change
-
+1,088,952
-
Total reported value, excl. options
-
$144,372,371
-
Value change
-
+$23,612,521
-
Number of buys
-
30
-
Number of sells
-
-23
-
Price
-
$22.03
Significant Holders of WISDOMTREE TR - HEDGED HI YLD BD (HYZD) as of Q1 2024
62 filings reported holding HYZD - WISDOMTREE TR - HEDGED HI YLD BD as of Q1 2024.
WISDOMTREE TR - HEDGED HI YLD BD (HYZD) has 54 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6,601,927 shares
.
Largest 10 shareholders include UBS Group AG (1,284,649 shares), B. Riley Wealth Advisors, Inc. (1,170,554 shares), Kestra Advisory Services, LLC (687,065 shares), ENVESTNET ASSET MANAGEMENT INC (656,218 shares), AMERIPRISE FINANCIAL INC (646,151 shares), MORGAN STANLEY (501,543 shares), LPL Financial LLC (467,057 shares), Integrated Wealth Concepts LLC (105,373 shares), Equitable Holdings, Inc. (96,646 shares), and OSAIC HOLDINGS, INC. (93,735 shares).
This table shows the top 54 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.