Q4 2018 13F Holders as of 31 Dec 2018
-
Type / Class
-
Equity / YIELD ENHANCED
-
Number of holders
-
15
-
Total 13F shares, excl. options
-
498K
-
Shares change
-
+175K
-
Total reported value, excl. options
-
$24.4M
-
Value change
-
+$8.54M
-
Number of buys
-
9
-
Number of sells
-
-5
-
Price
-
$48.87
Significant Holders of WISDOMTREE TR - YIELD ENHANCED (SHAG) as of Q4 2018
17 filings reported holding SHAG - WISDOMTREE TR - YIELD ENHANCED as of Q4 2018.
WISDOMTREE TR - YIELD ENHANCED (SHAG) has 15 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 498K shares
.
Largest 10 shareholders include ENVESTNET ASSET MANAGEMENT INC (228K shares), Intelligence Driven Advisers, LLC (210K shares), PROEQUITIES, INC. (24.5K shares), CWM, LLC (6.71K shares), Institute for Wealth Management, LLC. (5.93K shares), One Capital Management, LLC (5.34K shares), Econ Financial Services Corp (5.18K shares), ACG Wealth (5.1K shares), BANK OF AMERICA CORP /DE/ (2.88K shares), and Patriot Financial Group Insurance Agency, LLC (1.57K shares).
This table shows the top 15 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.