Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / YIELD ENHANCD US
-
Total 13F shares
-
18,399,679
-
Share change
-
+3,140,679
-
Total reported value
-
$763,920,686
-
Price per share
-
$41.51
-
Number of holders
-
151
-
Value change
-
+$130,305,557
-
Number of buys
-
73
-
Number of sells
-
65
Institutional Holders of WISDOMTREE TR - YIELD ENHANCD US (AGGY) as of Q3 2023
As of 30 Sep 2023 WISDOMTREE TR - YIELD ENHANCD US (AGGY) had 151 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 18,399,679 shares of stock of the company.
Largest 10 holders included BANK OF AMERICA CORP /DE/, LPL Financial LLC, Savant Capital, LLC, CWM, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, SimpliFi, Inc., AE Wealth Management LLC, UBS Group AG, Trilogy Capital Inc., and Prestige Wealth Management Group LLC.
This table shows 151 institutional shareholders of the security as of 30 Sep 2023.
| 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.