Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / YIELD ENHANCED
-
Number of holders
-
40
-
Total 13F shares, excl. options
-
2.07M
-
Shares change
-
-207K
-
Total reported value, excl. options
-
$104M
-
Value change
-
-$10.5M
-
Number of buys
-
14
-
Number of sells
-
-16
-
Price
-
$50.52
Significant Holders of WISDOMTREE TR - YIELD ENHANCED (SHAG) as of Q4 2021
43 filings reported holding SHAG - WISDOMTREE TR - YIELD ENHANCED as of Q4 2021.
WISDOMTREE TR - YIELD ENHANCED (SHAG) has 40 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.07M shares
.
Largest 10 shareholders include THEORY FINANCIAL LLC (283K shares), WELLS FARGO & COMPANY/MN (247K shares), Financial Planners of Cleveland, Inc. (217K shares), CITADEL ADVISORS LLC (161K shares), Cetera Advisor Networks LLC (153K shares), LPL Financial LLC (140K shares), BANK OF AMERICA CORP /DE/ (113K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (103K shares), ProVise Management Group, LLC (93.5K shares), and KWB Wealth (83K shares).
This table shows the top 40 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.