Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / YIELD ENHANCED
-
Number of holders
-
31
-
Total 13F shares, excl. options
-
1.34M
-
Shares change
-
-49.3K
-
Total reported value, excl. options
-
$68.2M
-
Value change
-
-$2.58M
-
Number of buys
-
13
-
Number of sells
-
-20
-
Price
-
$50.98
Significant Holders of WISDOMTREE TR - YIELD ENHANCED (SHAG) as of Q1 2021
40 filings reported holding SHAG - WISDOMTREE TR - YIELD ENHANCED as of Q1 2021.
WISDOMTREE TR - YIELD ENHANCED (SHAG) has 31 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.34M shares
.
Largest 10 shareholders include KWB Wealth (287K shares), LPL Financial LLC (217K shares), BANK OF AMERICA CORP /DE/ (192K shares), WELLS FARGO & COMPANY/MN (178K shares), ProVise Management Group, LLC (96.3K shares), PACIFIC CAPITAL WEALTH ADVISORS, INC (57.3K shares), JANE STREET GROUP, LLC (54.1K shares), Savant Capital, LLC (36.2K shares), Resources Investment Advisors, LLC. (34K shares), and CITADEL ADVISORS LLC (32.6K shares).
This table shows the top 31 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.