Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / HEDGED HI YLD BD
-
Number of holders
-
55
-
Total 13F shares, excl. options
-
5,913,810
-
Shares change
-
+949,760
-
Total reported value, excl. options
-
$131,524,047
-
Value change
-
+$21,125,236
-
Number of buys
-
26
-
Number of sells
-
-20
-
Price
-
$22.24
Significant Holders of WISDOMTREE TR - HEDGED HI YLD BD (HYZD) as of Q4 2024
59 filings reported holding HYZD - WISDOMTREE TR - HEDGED HI YLD BD as of Q4 2024.
WISDOMTREE TR - HEDGED HI YLD BD (HYZD) has 55 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5,913,810 shares
.
Largest 10 shareholders include UBS Group AG (1,383,427 shares), LPL Financial LLC (733,434 shares), B. Riley Wealth Advisors, Inc. (591,228 shares), MORGAN STANLEY (571,427 shares), ENVESTNET ASSET MANAGEMENT INC (495,922 shares), GeoWealth Management, LLC (282,348 shares), Elevation Capital Advisory, LLC (282,348 shares), AMERIPRISE FINANCIAL INC (210,502 shares), Integrated Wealth Concepts LLC (136,664 shares), and VICUS CAPITAL (114,049 shares).
This table shows the top 55 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.