Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / YIELD ENHANCED
-
Number of holders
-
34
-
Total 13F shares, excl. options
-
1.72M
-
Shares change
-
+222K
-
Total reported value, excl. options
-
$87.8M
-
Value change
-
+$11.3M
-
Number of buys
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16
-
Number of sells
-
-14
-
Price
-
$51.01
Significant Holders of WISDOMTREE TR - YIELD ENHANCED (SHAG) as of Q3 2021
37 filings reported holding SHAG - WISDOMTREE TR - YIELD ENHANCED as of Q3 2021.
WISDOMTREE TR - YIELD ENHANCED (SHAG) has 34 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.72M shares
.
Largest 10 shareholders include WELLS FARGO & COMPANY/MN (373K shares), LPL Financial LLC (263K shares), Cetera Advisor Networks LLC (148K shares), BANK OF AMERICA CORP /DE/ (146K shares), KWB Wealth (130K shares), Kestra Advisory Services, LLC (127K shares), ProVise Management Group, LLC (93.8K shares), CITADEL ADVISORS LLC (78.4K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (60.8K shares), and PACIFIC CAPITAL WEALTH ADVISORS, INC (40.1K shares).
This table shows the top 34 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.