Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / YIELD ENHANCED
-
Total 13F shares
-
1,499,712
-
Share change
-
+193,271
-
Total reported value
-
$76,614,117
-
Price per share
-
$51.11
-
Number of holders
-
31
-
Value change
-
+$9,885,835
-
Number of buys
-
15
-
Number of sells
-
17
Institutional Holders of WISDOMTREE TR - YIELD ENHANCED (SHAG) as of Q2 2021
As of 30 Jun 2021 WISDOMTREE TR - YIELD ENHANCED (SHAG) had 31 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,499,712 shares of stock of the company.
Largest 10 holders included KWB Wealth, LPL Financial LLC, BANK OF AMERICA CORP /DE/, WELLS FARGO & COMPANY/MN, Cetera Advisor Networks LLC, ProVise Management Group, LLC, CITADEL ADVISORS LLC, PACIFIC CAPITAL WEALTH ADVISORS, INC, Savant Capital, LLC, and Kestra Advisory Services, LLC.
This table shows 31 institutional shareholders of the security as of 30 Jun 2021.
| 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.