Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / HEDGED HI YLD BD
-
Total 13F shares
-
4,029,223
-
Share change
-
+822,150
-
Total reported value
-
$89,583,277
-
Price per share
-
$22.23
-
Number of holders
-
43
-
Value change
-
+$18,273,582
-
Number of buys
-
27
-
Number of sells
-
15
Institutional Holders of WISDOMTREE TR - HEDGED HI YLD BD (HYZD) as of Q3 2021
As of 30 Sep 2021,
WISDOMTREE TR - HEDGED HI YLD BD (HYZD) was held by
43 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,029,223 shares.
The largest 10 holders included
B. Riley Wealth Management, Inc., MORGAN STANLEY, LPL Financial LLC, ROYAL BANK OF CANADA, Alphastar Capital Management, LLC, ADVISOR GROUP HOLDINGS, INC., McAdam, LLC, VISTA INVESTMENT MANAGEMENT, New England Investment & Retirement Group, Inc., and BANK OF AMERICA CORP /DE/.
This page lists
43
institutional shareholders reporting positions in this security
for the Q3 2021 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.