Q4 2018 13F Holders as of 31 Dec 2018
-
Type / Class
-
Equity / YIELD ENHANCD US
-
Number of holders
-
60
-
Total 13F shares, excl. options
-
3,875,219
-
Shares change
-
-427,463
-
Total reported value, excl. options
-
$187,050,000
-
Value change
-
-$20,692,653
-
Number of buys
-
31
-
Number of sells
-
-33
-
Price
-
$48.22
Significant Holders of WISDOMTREE TR - YIELD ENHANCD US (AGGY) as of Q4 2018
75 filings reported holding AGGY - WISDOMTREE TR - YIELD ENHANCD US as of Q4 2018.
WISDOMTREE TR - YIELD ENHANCD US (AGGY) has 60 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,875,219 shares
.
Largest 10 shareholders include 3D ASSET MANAGEMENT, INC (784,095 shares), ENVESTNET ASSET MANAGEMENT INC (352,925 shares), ASHFORD CAPITAL MANAGEMENT INC (337,999 shares), Lee Financial Group Hawaii, Inc. (163,857 shares), MORGAN STANLEY (154,408 shares), Strategic Financial Group, LLC (138,152 shares), Intelligence Driven Advisers, LLC (134,150 shares), MONETA GROUP INVESTMENT ADVISORS LLC (118,561 shares), RFG Advisory, LLC (116,537 shares), and Apollon Wealth Management, LLC (110,419 shares).
This table shows the top 60 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.