Q1 2024 13F Holders as of 3/31/2024
-
Type / Class
-
Equity / HEDGED HI YLD BD
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Number of holders
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54
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Total 13F shares, excl. options
-
6.6M
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Shares change
-
+1.16M
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Total reported value, excl. options
-
$144M
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Value change
-
+$25.2M
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Number of buys
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30
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Number of sells
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-22
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Price
-
$22.03
Significant Holders of WISDOMTREE TR - HEDGED HI YLD BD (HYZD) as of Q1 2024
62 filings reported holding HYZD - WISDOMTREE TR - HEDGED HI YLD BD as of Q1 2024.
WISDOMTREE TR - HEDGED HI YLD BD (HYZD) has 54 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.6M shares
.
Largest 10 shareholders include UBS Group AG (1.28M shares), B. Riley Wealth Advisors, Inc. (1.17M shares), Kestra Advisory Services, LLC (687K shares), ENVESTNET ASSET MANAGEMENT INC (656K shares), AMERIPRISE FINANCIAL INC (646K shares), MORGAN STANLEY (502K shares), LPL Financial LLC (467K shares), Integrated Wealth Concepts LLC (105K shares), Equitable Holdings, Inc. (96.6K shares), and OSAIC HOLDINGS, INC. (93.7K shares).
This table shows the top 54 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.