Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / HEDGED HI YLD BD
-
Total 13F shares
-
5,913,810
-
Share change
-
+949,760
-
Total reported value
-
$131,524,047
-
Price per share
-
$22.24
-
Number of holders
-
55
-
Value change
-
+$21,125,236
-
Number of buys
-
26
-
Number of sells
-
20
Institutional Holders of WISDOMTREE TR - HEDGED HI YLD BD (HYZD) as of Q4 2024
As of 31 Dec 2024,
WISDOMTREE TR - HEDGED HI YLD BD (HYZD) was held by
55 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,913,810 shares.
The largest 10 holders included
UBS Group AG, LPL Financial LLC, B. Riley Wealth Advisors, Inc., MORGAN STANLEY, ENVESTNET ASSET MANAGEMENT INC, Elevation Capital Advisory, LLC, GeoWealth Management, LLC, AMERIPRISE FINANCIAL INC, Integrated Wealth Concepts LLC, and VICUS CAPITAL.
This page lists
55
institutional shareholders reporting positions in this security
for the Q4 2024 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.