Security key
97717Y808
- Type / Class
- Equity / YIELD ENHANCED
- Total 13F shares
- 108,505
- Share change
- +63,828
- Total reported value
- $5,296,000
- Price per share
- $48.82
- Number of holders
- 9
- Value change
- +$3,116,264
- Number of buys
- 8
Report period
Q3 2018
Institutions
9
Top holders
9
Broader feeds
Reporting periods
Holder history for CUSIP 97717Y808
Recent filing periods:
Top shareholders of SHAG - WISDOMTREE TR - YIELD ENHANCED (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of WISDOMTREE TR - YIELD ENHANCED (SHAG) as of Q3 2018
As of 30 Sep 2018,
WISDOMTREE TR - YIELD ENHANCED (SHAG) was held by
9 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
108,505 shares.
The largest 9 holders included
JANE STREET GROUP, LLC, ENVESTNET ASSET MANAGEMENT INC, One Capital Management, LLC, ACG Wealth, JUNCTURE WEALTH STRATEGIES, LLC, BANK OF AMERICA CORP /DE/, Winch Advisory Services, LLC, MORGAN STANLEY, and LADENBURG THALMANN FINANCIAL SERVICES INC..
This page lists
9
institutional shareholders reporting positions in this security
for the Q3 2018 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2018 vs Q2 2018 Across Filers
Q2 2018 holders
5
Q3 2018 holders
9
Holder diff
4
| Investor | Q2 2018 Shares | Q3 2018 Shares | Share Diff | Share Chg % | Q2 2018 Value $ | Q3 2018 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.