Institutional Ownership Wisdomtree Yield Enhanced U.S. (SHAG)
This table provides information about the institutional ownership of Wisdomtree Yield Enhanced U.S. (SHAG). We have compiled data on the 31 institutions that hold shares in the stock, with a total of 412,860 shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
128,991
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
66,640
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 10.21%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
52,940
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 34.32%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
25,347
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 22.22%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
22,093
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 77.04%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
19,965
shares
|
$0
0.43% of portfolio
|
Q4 2024
Added 9.65%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
18,189
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 11.85%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
12,463
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
11,985
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 39.61%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
10,533
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 7.93%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
9,782
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
9,513
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
8,222
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 9.64%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
5,996
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
3,360
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2,311
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 38.52%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
1,010
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 17.89%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
945
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 21.58%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
649
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 92.52%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
535
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
363
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
334
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 82.03%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
207
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
200
shares
|
$0
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
165
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 0.61%
|