Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / YIELD ENHANCED
-
Total 13F shares
-
1,934,826
-
Share change
-
+16,704
-
Total reported value
-
$91,581,841
-
Price per share
-
$47.34
-
Number of holders
-
40
-
Value change
-
+$809,501
-
Number of buys
-
12
-
Number of sells
-
20
Institutional Holders of WISDOMTREE TR - YIELD ENHANCED (SHAG) as of Q4 2023
As of 31 Dec 2023,
WISDOMTREE TR - YIELD ENHANCED (SHAG) was held by
40 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,934,826 shares.
The largest 10 holders included
Trilogy Capital Inc., LPL Financial LLC, Private Advisor Group, LLC, ProVise Management Group, LLC, Smartleaf Asset Management LLC, Kestra Advisory Services, LLC, BANK OF AMERICA CORP /DE/, Prime Capital Investment Advisors, LLC, JANE STREET GROUP, LLC, and RAYMOND JAMES & ASSOCIATES.
This page lists
40
institutional shareholders reporting positions in this security
for the Q4 2023 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.