Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / YIELD ENHANCED
-
Number of holders
-
37
-
Total 13F shares, excl. options
-
1.92M
-
Shares change
-
+16.7K
-
Total reported value, excl. options
-
$91.1M
-
Value change
-
+$811K
-
Number of buys
-
11
-
Number of sells
-
-18
-
Price
-
$47.34
Significant Holders of WISDOMTREE TR - YIELD ENHANCED (SHAG) as of Q4 2023
43 filings reported holding SHAG - WISDOMTREE TR - YIELD ENHANCED as of Q4 2023.
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 1.92M shares
.
Largest 10 shareholders include Trilogy Capital Inc. (1.31M shares), LPL Financial LLC (139K shares), Private Advisor Group, LLC (88.2K shares), ProVise Management Group, LLC (64.1K shares), Smartleaf Asset Management LLC (56.8K shares), Kestra Advisory Services, LLC (39.4K shares), BANK OF AMERICA CORP /DE/ (33.3K shares), Prime Capital Investment Advisors, LLC (26.7K shares), JANE STREET GROUP, LLC (23.6K shares), and RAYMOND JAMES & ASSOCIATES (15.7K 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.