Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / YIELD ENHANCED
-
Total 13F shares
-
1,339,322
-
Share change
-
-49,297
-
Total reported value
-
$68,274,048
-
Price per share
-
$50.98
-
Number of holders
-
32
-
Value change
-
-$2,578,305
-
Number of buys
-
13
-
Number of sells
-
20
Institutional Holders of WISDOMTREE TR - YIELD ENHANCED (SHAG) as of Q1 2021
As of 31 Mar 2021,
WISDOMTREE TR - YIELD ENHANCED (SHAG) was held by
32 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,339,322 shares.
The largest 10 holders included
KWB Wealth, LPL Financial LLC, BANK OF AMERICA CORP /DE/, WELLS FARGO & COMPANY/MN, ProVise Management Group, LLC, PACIFIC CAPITAL WEALTH ADVISORS, INC, JANE STREET GROUP, LLC, Savant Capital, LLC, Resources Investment Advisors, LLC., and CITADEL ADVISORS LLC.
This page lists
32
institutional shareholders reporting positions in this security
for the Q1 2021 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.