A detailed history of Winch Advisory Services, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Winch Advisory Services, LLC holds 10,050 shares of SHAG stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,050
Previous 10,358 2.97%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

SELL
N/A
-308 Reduced 2.97%
10,050 $0
Q2 2024

Jul 31, 2024

BUY
N/A
174 Added 1.71%
10,358 $0
Q1 2024

May 14, 2024

SELL
N/A
-285 Reduced 2.72%
10,184 $0
Q4 2023

Jan 18, 2024

BUY
N/A
484 Added 4.85%
10,469 $0
Q3 2023

Nov 06, 2023

BUY
N/A
1,304 Added 15.02%
9,985 $462,000
Q2 2023

Aug 08, 2023

SELL
N/A
-104 Reduced 1.18%
8,681 $405,000
Q1 2023

May 10, 2023

BUY
N/A
496 Added 5.98%
8,785 $414,000
Q4 2022

Jan 26, 2023

BUY
N/A
565 Added 7.31%
8,289 $387,000
Q3 2022

Oct 31, 2022

BUY
N/A
1,307 Added 20.37%
7,724 $357,000
Q2 2022

Aug 12, 2022

BUY
N/A
1,040 Added 19.34%
6,417 $305,000
Q1 2022

Apr 26, 2022

BUY
N/A
11 Added 0.2%
5,377 $261,000
Q4 2021

Feb 04, 2022

BUY
N/A
2,973 Added 124.24%
5,366 $271,000
Q3 2021

Nov 10, 2021

BUY
N/A
333 Added 16.17%
2,393 $122,000
Q2 2021

Aug 05, 2021

BUY
N/A
434 Added 26.69%
2,060 $105,000
Q1 2021

May 03, 2021

BUY
N/A
1,374 Added 545.24%
1,626 $83,000
Q4 2020

Feb 09, 2021

BUY
N/A
2 Added 0.8%
252 $13,000
Q3 2020

Nov 04, 2020

BUY
N/A
1 Added 0.4%
250 $13,000
Q2 2020

Aug 12, 2020

BUY
N/A
1 Added 0.4%
249 $13,000
Q1 2020

May 13, 2020

BUY
N/A
2 Added 0.81%
248 $12,000
Q4 2019

Feb 12, 2020

SELL
N/A
-997 Reduced 80.21%
246 $12,000
Q3 2019

Nov 13, 2019

BUY
N/A
7 Added 0.57%
1,243 $63,000
Q2 2019

Aug 07, 2019

BUY
N/A
9 Added 0.73%
1,236 $62,000
Q1 2019

May 13, 2019

BUY
N/A
249 Added 25.46%
1,227 $61,000
Q4 2018

Feb 05, 2019

BUY
N/A
10 Added 1.03%
978 $48,000
Q3 2018

Nov 13, 2018

BUY
N/A
4 Added 0.41%
968 $47,000
Q2 2018

Aug 13, 2018

BUY
N/A
6 Added 0.63%
964 $47,000
Q1 2018

May 11, 2018

SELL
N/A
-1,407 Reduced 59.49%
958 $47,000
Q4 2017

Feb 13, 2018

BUY
N/A
2,365
2,365 $118,000

Others Institutions Holding SHAG

About WISDOMTREE YIELD ENHANCED U.S.


  • Ticker SHAG
More about SHAG
Track This Portfolio

Track Winch Advisory Services, LLC Portfolio

Follow Winch Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Winch Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Winch Advisory Services, LLC with notifications on news.