Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / YIELD ENHANCED
-
Number of holders
-
33
-
Total 13F shares, excl. options
-
505K
-
Shares change
-
+86.1K
-
Total reported value, excl. options
-
$24.1M
-
Value change
-
+$4.1M
-
Number of buys
-
19
-
Number of sells
-
-9
-
Price
-
$47.60
Significant Holders of WISDOMTREE TR - YIELD ENHANCED (SHAG) as of Q1 2025
35 filings reported holding SHAG - WISDOMTREE TR - YIELD ENHANCED as of Q1 2025.
WISDOMTREE TR - YIELD ENHANCED (SHAG) has 33 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 505K shares
.
Largest 10 shareholders include LPL Financial LLC (135K shares), BANK OF AMERICA CORP /DE/ (61.7K shares), JANE STREET GROUP, LLC (61.3K shares), Private Advisor Group, LLC (59K shares), CITADEL ADVISORS LLC (37.9K shares), Kestra Advisory Services, LLC (25.2K shares), HF Advisory Group, LLC (21K shares), Prime Capital Investment Advisors, LLC (18.7K shares), Insight Advisors, LLC/ PA (16.2K shares), and WEBSTER BANK, N. A. (10.7K shares).
This table shows the top 33 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.