Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / YIELD ENHANCD US
-
Total 13F shares
-
19,827,057
-
Share change
-
+1,507,854
-
Total reported value
-
$860,366,192
-
Price per share
-
$43.40
-
Number of holders
-
153
-
Value change
-
+$65,393,421
-
Number of buys
-
79
-
Number of sells
-
72
Institutional Holders of WISDOMTREE TR - YIELD ENHANCD US (AGGY) as of Q1 2024
As of 31 Mar 2024 WISDOMTREE TR - YIELD ENHANCD US (AGGY) had 153 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 19,827,057 shares of stock of the company.
Largest 10 holders included BANK OF AMERICA CORP /DE/, LPL Financial LLC, CWM, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, ENVESTNET ASSET MANAGEMENT INC, SimpliFi, Inc., UBS Group AG, Savant Capital, LLC, MERCER GLOBAL ADVISORS INC /ADV, and Trilogy Capital Inc..
This table shows 153 institutional shareholders of the security as of 31 Mar 2024.
| 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.