Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / YIELD ENHANCD US
-
Number of holders
-
144
-
Total 13F shares, excl. options
-
15,247,531
-
Shares change
-
-1,520,375
-
Total reported value, excl. options
-
$656,998,495
-
Value change
-
-$65,644,497
-
Put/Call ratio
-
100%
-
Number of buys
-
75
-
Number of sells
-
-61
-
Price
-
$43.09
Significant Holders of WISDOMTREE TR - YIELD ENHANCD US (AGGY) as of Q2 2023
158 filings reported holding AGGY - WISDOMTREE TR - YIELD ENHANCD US as of Q2 2023.
WISDOMTREE TR - YIELD ENHANCD US (AGGY) has 144 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 15,247,531 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (2,696,900 shares), LPL Financial LLC (1,495,978 shares), Savant Capital, LLC (1,348,831 shares), CWM, LLC (1,080,459 shares), SimpliFi, Inc. (849,879 shares), AE Wealth Management LLC (727,297 shares), Trilogy Capital Inc. (626,710 shares), OLD MISSION CAPITAL LLC (557,806 shares), Prestige Wealth Management Group LLC (520,306 shares), and Equitable Holdings, Inc. (473,448 shares).
This table shows the top 144 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.