Q3 2021 13F Holders as of 9/30/2021
-
Type / Class
-
Equity / HEDGED HI YLD BD
-
Number of holders
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43
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Total 13F shares, excl. options
-
4.03M
-
Shares change
-
+822K
-
Total reported value, excl. options
-
$89.6M
-
Value change
-
+$18.3M
-
Number of buys
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27
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Number of sells
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-15
-
Price
-
$22.23
Significant Holders of WISDOMTREE TR - HEDGED HI YLD BD (HYZD) as of Q3 2021
48 filings reported holding HYZD - WISDOMTREE TR - HEDGED HI YLD BD as of Q3 2021.
WISDOMTREE TR - HEDGED HI YLD BD (HYZD) has 43 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.03M shares
.
Largest 10 shareholders include B. Riley Wealth Management, Inc. (829K shares), MORGAN STANLEY (593K shares), LPL Financial LLC (449K shares), ROYAL BANK OF CANADA (360K shares), Alphastar Capital Management, LLC (288K shares), ADVISOR GROUP HOLDINGS, INC. (233K shares), McAdam, LLC (169K shares), VISTA INVESTMENT MANAGEMENT (121K shares), New England Investment & Retirement Group, Inc. (108K shares), and BANK OF AMERICA CORP /DE/ (105K shares).
This table shows the top 43 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.