Q2 2019 13F Holders as of 30 Jun 2019
-
Type / Class
-
Equity / YIELD ENHANCD US
-
Number of holders
-
75
-
Total 13F shares, excl. options
-
8,499,181
-
Shares change
-
+1,307,832
-
Total reported value, excl. options
-
$436,033,000
-
Value change
-
+$67,318,157
-
Number of buys
-
50
-
Number of sells
-
-24
-
Price
-
$51.24
Significant Holders of WISDOMTREE TR - YIELD ENHANCD US (AGGY) as of Q2 2019
83 filings reported holding AGGY - WISDOMTREE TR - YIELD ENHANCD US as of Q2 2019.
WISDOMTREE TR - YIELD ENHANCD US (AGGY) has 75 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8,499,181 shares
.
Largest 10 shareholders include Horizon Investments, LLC (1,105,071 shares), 3D ASSET MANAGEMENT, INC (824,117 shares), PFS INVESTMENTS INC. (796,235 shares), Raymond James Financial Services Advisors, Inc. (792,876 shares), ENVESTNET ASSET MANAGEMENT INC (502,567 shares), ASHFORD CAPITAL MANAGEMENT INC (457,778 shares), CWM, LLC (355,428 shares), LPL Financial LLC (297,025 shares), Sequoia Financial Advisors, LLC (206,712 shares), and Lee Financial Group Hawaii, Inc. (195,888 shares).
This table shows the top 75 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.