Q1 2022 13F Holders as of 31 Mar 2022
-
Type / Class
-
Equity / YIELD ENHANCED
-
Number of holders
-
42
-
Total 13F shares, excl. options
-
1.94M
-
Shares change
-
-68.4K
-
Total reported value, excl. options
-
$94.2M
-
Value change
-
-$3.33M
-
Number of buys
-
15
-
Number of sells
-
-19
-
Price
-
$48.48
Significant Holders of WISDOMTREE TR - YIELD ENHANCED (SHAG) as of Q1 2022
44 filings reported holding SHAG - WISDOMTREE TR - YIELD ENHANCED as of Q1 2022.
WISDOMTREE TR - YIELD ENHANCED (SHAG) has 42 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.94M shares
.
Largest 10 shareholders include THEORY FINANCIAL LLC (257K shares), WELLS FARGO & COMPANY/MN (235K shares), Sequoia Financial Advisors, LLC (184K shares), Cetera Advisor Networks LLC (158K shares), Financial Planners of Cleveland, Inc. (134K shares), LPL Financial LLC (124K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (122K shares), BANK OF AMERICA CORP /DE/ (102K shares), KWB Wealth (83K shares), and ProVise Management Group, LLC (80.2K shares).
This table shows the top 42 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.