Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / HEDGED HI YLD BD
-
Number of holders
-
50
-
Total 13F shares, excl. options
-
4,942,491
-
Shares change
-
-1,216,869
-
Total reported value, excl. options
-
$109,417,172
-
Value change
-
-$26,900,769
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Number of buys
-
19
-
Number of sells
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-26
-
Price
-
$22.14
Significant Holders of WISDOMTREE TR - HEDGED HI YLD BD (HYZD) as of Q3 2024
57 filings reported holding HYZD - WISDOMTREE TR - HEDGED HI YLD BD as of Q3 2024.
WISDOMTREE TR - HEDGED HI YLD BD (HYZD) has 50 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4,942,491 shares
.
Largest 10 shareholders include UBS Group AG (1,305,630 shares), B. Riley Wealth Advisors, Inc. (624,359 shares), LPL Financial LLC (593,425 shares), MORGAN STANLEY (571,525 shares), ENVESTNET ASSET MANAGEMENT INC (569,241 shares), AMERIPRISE FINANCIAL INC (185,934 shares), Integrated Wealth Concepts LLC (125,157 shares), Equitable Holdings, Inc. (78,577 shares), COMMONWEALTH EQUITY SERVICES, LLC (70,791 shares), and SUSQUEHANNA INTERNATIONAL GROUP, LLP (68,441 shares).
This table shows the top 50 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.