Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / YIELD ENHANCD US
-
Total 13F shares
-
45,690
-
Share change
-
+5,051
-
Total reported value
-
$2,011,266
-
Price per share
-
$44.02
-
Number of holders
-
3
-
Value change
-
+$222,348
-
Number of buys
-
1
-
Number of sells
-
1
Institutional Holders of WISDOMTREE TR - YIELD ENHANCD US (AGGY) as of Q4 2023
As of 31 Dec 2023,
WISDOMTREE TR - YIELD ENHANCD US (AGGY) was held by
3 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
45,690 shares.
The largest 10 holders included
BANK OF AMERICA CORP /DE/, LPL Financial LLC, CWM, LLC, Savant Capital, LLC, SimpliFi, Inc., WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, UBS Group AG, AE Wealth Management LLC, ENVESTNET ASSET MANAGEMENT INC, and Trilogy Capital Inc..
This page lists
157
institutional shareholders reporting positions in this security
for the Q4 2023 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.