Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / YIELD ENHANCED
-
Number of holders
-
38
-
Total 13F shares, excl. options
-
621K
-
Shares change
-
+6.69K
-
Total reported value, excl. options
-
$29.2M
-
Value change
-
+$310K
-
Number of buys
-
21
-
Number of sells
-
-16
-
Price
-
$46.94
Significant Holders of WISDOMTREE TR - YIELD ENHANCED (SHAG) as of Q2 2024
42 filings reported holding SHAG - WISDOMTREE TR - YIELD ENHANCED as of Q2 2024.
WISDOMTREE TR - YIELD ENHANCED (SHAG) has 38 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 621K shares
.
Largest 10 shareholders include LPL Financial LLC (123K shares), JANE STREET GROUP, LLC (95.3K shares), BANK OF AMERICA CORP /DE/ (65.5K shares), Kestra Advisory Services, LLC (45.9K shares), RAYMOND JAMES & ASSOCIATES (42.6K shares), Private Advisor Group, LLC (34.9K shares), CITADEL ADVISORS LLC (32.6K shares), Prime Capital Investment Advisors, LLC (21.3K shares), HF Advisory Group, LLC (17.5K shares), and SUSQUEHANNA INTERNATIONAL GROUP, LLP (15.3K shares).
This table shows the top 38 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.