Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / YIELD ENHANCED
-
Total 13F shares
-
505,399
-
Share change
-
+86,096
-
Total reported value
-
$24,057,040
-
Price per share
-
$47.60
-
Number of holders
-
33
-
Value change
-
+$4,098,839
-
Number of buys
-
19
-
Number of sells
-
9
Institutional Holders of WISDOMTREE TR - YIELD ENHANCED (SHAG) as of Q1 2025
As of 31 Mar 2025,
WISDOMTREE TR - YIELD ENHANCED (SHAG) was held by
33 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
505,399 shares.
The largest 10 holders included
LPL Financial LLC, BANK OF AMERICA CORP /DE/, JANE STREET GROUP, LLC, Private Advisor Group, LLC, CITADEL ADVISORS LLC, Kestra Advisory Services, LLC, HF Advisory Group, LLC, Prime Capital Investment Advisors, LLC, Insight Advisors, LLC/ PA, and WEBSTER BANK, N. A..
This page lists
33
institutional shareholders reporting positions in this security
for the Q1 2025 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.