Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / YIELD ENHANCED
-
Number of holders
-
36
-
Total 13F shares, excl. options
-
580K
-
Shares change
-
-41.3K
-
Total reported value, excl. options
-
$27.8M
-
Value change
-
-$1.93M
-
Number of buys
-
17
-
Number of sells
-
-15
-
Price
-
$47.98
Significant Holders of WISDOMTREE TR - YIELD ENHANCED (SHAG) as of Q3 2024
39 filings reported holding SHAG - WISDOMTREE TR - YIELD ENHANCED as of Q3 2024.
WISDOMTREE TR - YIELD ENHANCED (SHAG) has 36 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 580K shares
.
Largest 10 shareholders include LPL Financial LLC (129K shares), JANE STREET GROUP, LLC (96.2K shares), BANK OF AMERICA CORP /DE/ (74.2K shares), Private Advisor Group, LLC (39.4K shares), Kestra Advisory Services, LLC (32.6K shares), FLOW TRADERS U.S. LLC (27.9K shares), Prime Capital Investment Advisors, LLC (20.6K shares), CITADEL ADVISORS LLC (19.8K shares), HF Advisory Group, LLC (18.2K shares), and Insight Advisors, LLC/ PA (12.4K shares).
This table shows the top 36 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.