Q3 2022 13F Holders as of 9/30/2022
-
Type / Class
-
Equity / HEDGED HI YLD BD
-
Number of holders
-
53
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Total 13F shares, excl. options
-
5.61M
-
Shares change
-
+192K
-
Total reported value, excl. options
-
$113M
-
Value change
-
+$3.89M
-
Number of buys
-
14
-
Number of sells
-
-33
-
Price
-
$20.12
Significant Holders of WISDOMTREE TR - HEDGED HI YLD BD (HYZD) as of Q3 2022
60 filings reported holding HYZD - WISDOMTREE TR - HEDGED HI YLD BD as of Q3 2022.
WISDOMTREE TR - HEDGED HI YLD BD (HYZD) has 53 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.61M shares
.
Largest 10 shareholders include B. Riley Wealth Advisors, Inc. (888K shares), ENVESTNET ASSET MANAGEMENT INC (829K shares), MORGAN STANLEY (591K shares), ROYAL BANK OF CANADA (558K shares), AMERIPRISE FINANCIAL INC (360K shares), LPL Financial LLC (219K shares), ADVISOR GROUP HOLDINGS, INC. (215K shares), JANE STREET GROUP, LLC (163K shares), NEIRG Wealth Management, LLC (130K shares), and UBS Group AG (126K shares).
This table shows the top 53 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.