Q4 2018 13F Holders as of 31 Dec 2018
-
Type / Class
-
Equity / YIELD ENHANCED
-
Total 13F shares
-
498,278
-
Share change
-
+174,551
-
Total reported value
-
$24,351,864
-
Price per share
-
$48.87
-
Number of holders
-
15
-
Value change
-
+$8,535,753
-
Number of buys
-
9
-
Number of sells
-
5
Institutional Holders of WISDOMTREE TR - YIELD ENHANCED (SHAG) as of Q4 2018
As of 31 Dec 2018,
WISDOMTREE TR - YIELD ENHANCED (SHAG) was held by
15 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
498,278 shares.
The largest 10 holders included
ENVESTNET ASSET MANAGEMENT INC, Intelligence Driven Advisers, LLC, PROEQUITIES, INC., CWM, LLC, Institute for Wealth Management, LLC., One Capital Management, LLC, Econ Financial Services Corp, ACG Wealth, BANK OF AMERICA CORP /DE/, and Patriot Financial Group Insurance Agency, LLC.
This page lists
15
institutional shareholders reporting positions in this security
for the Q4 2018 filing period.
| 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.