Q4 2024 13F Holders as of 12/31/2024
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Type / Class
-
Equity / HEDGED HI YLD BD
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Number of holders
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55
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Total 13F shares, excl. options
-
5.91M
-
Shares change
-
+946K
-
Total reported value, excl. options
-
$131M
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Value change
-
+$21M
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Number of buys
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26
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Number of sells
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-20
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Price
-
$22.24
Significant Holders of WISDOMTREE TR - HEDGED HI YLD BD (HYZD) as of Q4 2024
59 filings reported holding HYZD - WISDOMTREE TR - HEDGED HI YLD BD as of Q4 2024.
WISDOMTREE TR - HEDGED HI YLD BD (HYZD) has 55 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.91M shares
.
Largest 10 shareholders include UBS Group AG (1.38M shares), LPL Financial LLC (733K shares), B. Riley Wealth Advisors, Inc. (591K shares), MORGAN STANLEY (571K shares), ENVESTNET ASSET MANAGEMENT INC (496K shares), GeoWealth Management, LLC (282K shares), Elevation Capital Advisory, LLC (282K shares), AMERIPRISE FINANCIAL INC (211K shares), Integrated Wealth Concepts LLC (137K shares), and VICUS CAPITAL (114K shares).
This table shows the top 55 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.