Q3 2020 13F Holders as of 30 Sep 2020
-
Type / Class
-
Equity / YIELD ENHANCED
-
Total 13F shares
-
614,548
-
Share change
-
+208,869
-
Total reported value
-
$31,578,339
-
Price per share
-
$51.55
-
Number of holders
-
28
-
Value change
-
+$10,767,550
-
Number of buys
-
15
-
Number of sells
-
9
Institutional Holders of WISDOMTREE TR - YIELD ENHANCED (SHAG) as of Q3 2020
As of 30 Sep 2020,
WISDOMTREE TR - YIELD ENHANCED (SHAG) was held by
28 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
614,548 shares.
The largest 10 holders included
LPL Financial LLC, BANK OF AMERICA CORP /DE/, ProVise Management Group, LLC, PACIFIC CAPITAL WEALTH ADVISORS, INC, Savant Capital, LLC, Resources Investment Advisors, LLC., ADVISOR GROUP HOLDINGS, INC., WELLS FARGO & COMPANY/MN, Truadvice, LLC, and Kestra Advisory Services, LLC.
This page lists
28
institutional shareholders reporting positions in this security
for the Q3 2020 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.