Q2 2021 13F Holders as of 6/30/2021
-
Type / Class
-
Equity / YIELD ENHANCED
-
Number of holders
-
30
-
Total 13F shares, excl. options
-
1.5M
-
Shares change
-
+193K
-
Total reported value, excl. options
-
$76.6M
-
Value change
-
+$9.89M
-
Number of buys
-
15
-
Number of sells
-
-17
-
Price
-
$51.11
Significant Holders of WISDOMTREE TR - YIELD ENHANCED (SHAG) as of Q2 2021
36 filings reported holding SHAG - WISDOMTREE TR - YIELD ENHANCED as of Q2 2021.
WISDOMTREE TR - YIELD ENHANCED (SHAG) has 30 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.5M shares
.
Largest 10 shareholders include KWB Wealth (285K shares), LPL Financial LLC (224K shares), BANK OF AMERICA CORP /DE/ (202K shares), WELLS FARGO & COMPANY/MN (188K shares), Cetera Advisor Networks LLC (149K shares), ProVise Management Group, LLC (94.9K shares), CITADEL ADVISORS LLC (80.2K shares), PACIFIC CAPITAL WEALTH ADVISORS, INC (40.1K shares), Savant Capital, LLC (34.5K shares), and Kestra Advisory Services, LLC (32.4K shares).
This table shows the top 30 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.