Q3 2020 13F Holders as of 30 Sep 2020
-
Type / Class
-
Equity / YIELD ENHANCED
-
Number of holders
-
27
-
Total 13F shares, excl. options
-
614K
-
Shares change
-
+204K
-
Total reported value, excl. options
-
$31.6M
-
Value change
-
+$10.5M
-
Number of buys
-
14
-
Number of sells
-
-9
-
Price
-
$51.55
Significant Holders of WISDOMTREE TR - YIELD ENHANCED (SHAG) as of Q3 2020
32 filings reported holding SHAG - WISDOMTREE TR - YIELD ENHANCED as of Q3 2020.
WISDOMTREE TR - YIELD ENHANCED (SHAG) has 27 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 614K shares
.
Largest 10 shareholders include LPL Financial LLC (133K shares), BANK OF AMERICA CORP /DE/ (122K shares), ProVise Management Group, LLC (85.3K shares), PACIFIC CAPITAL WEALTH ADVISORS, INC (50.7K shares), Savant Capital, LLC (48.7K shares), Resources Investment Advisors, LLC. (40.7K shares), ADVISOR GROUP HOLDINGS, INC. (26.9K shares), WELLS FARGO & COMPANY/MN (18.1K shares), Truadvice, LLC (14.7K shares), and Kestra Advisory Services, LLC (11.6K shares).
This table shows the top 27 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.