Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / YIELD ENHANCED
-
Number of holders
-
37
-
Total 13F shares, excl. options
-
854K
-
Shares change
-
-147K
-
Total reported value, excl. options
-
$39.9M
-
Value change
-
-$6.83M
-
Number of buys
-
17
-
Number of sells
-
-19
-
Price
-
$46.67
Significant Holders of WISDOMTREE TR - YIELD ENHANCED (SHAG) as of Q4 2022
43 filings reported holding SHAG - WISDOMTREE TR - YIELD ENHANCED as of Q4 2022.
WISDOMTREE TR - YIELD ENHANCED (SHAG) has 37 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 854K shares
.
Largest 10 shareholders include JANE STREET GROUP, LLC (185K shares), WELLS FARGO & COMPANY/MN (118K shares), LPL Financial LLC (100K shares), BANK OF AMERICA CORP /DE/ (78.9K shares), ProVise Management Group, LLC (74.7K shares), Sequoia Financial Advisors, LLC (61.4K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (47.9K shares), HF Advisory Group, LLC (28.7K shares), Trilogy Capital Inc. (27.5K shares), and PACIFIC CAPITAL WEALTH ADVISORS, INC (22.9K shares).
This table shows the top 37 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.