WISDOMTREE TR - YIELD ENHANCED (SHAG)

Q4 2024 13F Holders as of 31 Dec 2024

Type / Class
Equity / YIELD ENHANCED
Total 13F shares
419,303
Share change
-160,596
Total reported value
$19,792,261
Price per share
$47.20
Number of holders
30
Value change
-$7,640,022
Number of buys
10
Number of sells
23

Institutional Holders of WISDOMTREE TR - YIELD ENHANCED (SHAG) as of Q4 2024

As of 31 Dec 2024, WISDOMTREE TR - YIELD ENHANCED (SHAG) was held by 30 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 419,303 shares. The largest 10 holders included LPL Financial LLC, BANK OF AMERICA CORP /DE/, Private Advisor Group, LLC, Kestra Advisory Services, LLC, JANE STREET GROUP, LLC, HF Advisory Group, LLC, Prime Capital Investment Advisors, LLC, Insight Advisors, LLC/ PA, CITADEL ADVISORS LLC, and WEBSTER BANK, N. A.. This page lists 30 institutional shareholders reporting positions in this security for the Q4 2024 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.