Q2 2020 13F Holders as of 30 Jun 2020
-
Type / Class
-
Equity / YIELD ENHANCED
-
Number of holders
-
23
-
Total 13F shares, excl. options
-
379K
-
Shares change
-
-334K
-
Total reported value, excl. options
-
$19.5M
-
Value change
-
-$17.2M
-
Number of buys
-
14
-
Number of sells
-
-10
-
Price
-
$51.51
Significant Holders of WISDOMTREE TR - YIELD ENHANCED (SHAG) as of Q2 2020
27 filings reported holding SHAG - WISDOMTREE TR - YIELD ENHANCED as of Q2 2020.
WISDOMTREE TR - YIELD ENHANCED (SHAG) has 23 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 379K shares
.
Largest 10 shareholders include LPL Financial LLC (114K shares), PACIFIC CAPITAL WEALTH ADVISORS, INC (50.7K shares), Savant Capital, LLC (50.4K shares), ProVise Management Group, LLC (44.2K shares), Resources Investment Advisors, LLC. (41.1K shares), WELLS FARGO & COMPANY/MN (16K shares), JANE STREET GROUP, LLC (11.9K shares), ENVESTNET ASSET MANAGEMENT INC (7.07K shares), Institute for Wealth Management, LLC. (6.95K shares), and WEBSTER BANK, N. A. (6.74K shares).
This table shows the top 23 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.