- Type / Class
- Equity / YIELD ENHANCED
- Total 13F shares
- 379,378
- Share change
- -332,568
- Total reported value
- $19,544,327
- Price per share
- $51.52
- Number of holders
- 24
- Value change
- -$17,111,270
- Number of buys
- 15
- Number of sells
- 10
Quarterly Holders Quick Answers
What is CUSIP 97717Y808?
CUSIP 97717Y808 identifies SHAG - WISDOMTREE TR - YIELD ENHANCED in SEC institutional holdings data.
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- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 97717Y808:
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 by the holder's primary source 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 Q2 2020
As of 30 Jun 2020,
WISDOMTREE TR - YIELD ENHANCED (SHAG) was held by
24 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
379,378 shares.
The largest 10 holders included
LPL Financial LLC, PACIFIC CAPITAL WEALTH ADVISORS, INC, Savant Capital, LLC, ProVise Management Group, LLC, Resources Investment Advisors, LLC., WELLS FARGO & COMPANY/MN, JANE STREET GROUP, LLC, ENVESTNET ASSET MANAGEMENT INC, Institute for Wealth Management, LLC., and WEBSTER BANK, N. A..
This page lists
24
institutional shareholders reporting positions in this security
for the Q2 2020 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2020 vs Q1 2020 Across Filers
Q1 2020 holders
21
Q2 2020 holders
24
Holder diff
3
| Investor | Q1 2020 Shares | Q2 2020 Shares | Share Diff | Share Chg % | Q1 2020 Value $ | Q2 2020 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.