Latest Institutional Transactions on Wisdomtree Yield Enhanced U.S. (SHAG)
This table provides information on the latest institutional transactions involving Wisdomtree Yield Enhanced U.S. (SHAG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
10.6KNew |
N/A
|
10.6K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
428New |
N/A
|
428
$0
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
62+ 1.18% |
N/A
|
5.3K
$0
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
731+ 138.97% |
N/A
|
1.26K
$0
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
6.13KNew |
N/A
|
6.13K
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-55.1K- 89.86% |
N/A
|
6.22K
$0
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.09K- 10.29% |
N/A
|
18.3K
$0
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
2+ 0.39% |
N/A
|
518
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-13.8K- 37.48% |
N/A
|
22.9K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
42New |
N/A
|
42
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
119+ 100.0% |
N/A
|
238
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
200New |
N/A
|
200
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-241- 4.37% |
N/A
|
5.28K
$0
|
|
| Q3 2022 | |||||||
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.15KNew |
N/A
|
2.15K
$0
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
6.93K+ 18.36% |
N/A
|
44.7K
$0
|
|
| Q2 2022 | |||||||
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
707New |
N/A
|
707
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-230- 1.25% |
N/A
|
18.1K
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
644+ 1.8% |
N/A
|
36.5K
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.81K+ 6.22% |
N/A
|
167K
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-134KClosed |
N/A
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-83KClosed |
N/A
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-249K- 97.16% |
N/A
|
7.29K
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-16.3KClosed |
N/A
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
350New |
N/A
|
350
$0
|
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-3.98KClosed |
N/A
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-250Closed |
N/A
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-9.14KClosed |
N/A
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
44New |
N/A
|
44
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-24Closed |
N/A
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-126Closed |
N/A
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-91- 39.91% |
N/A
|
137
$0
|
|
|
May 02, 2022
Q1 2022
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-4.49KClosed |
N/A
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-17.5KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-4.4KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
495New |
N/A
|
495
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2Closed |
N/A
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
SELL
|
- |
-5.81KClosed |
N/A
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-5.49KClosed |
N/A
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
New Square Capital LLC
|
SELL
|
- |
-5.64KClosed |
N/A
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-251Closed |
N/A
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
189New |
N/A
|
189
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Sfmg, LLC
|
SELL
|
- |
-4KClosed |
N/A
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-970Closed |
N/A
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.82KClosed |
N/A
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
407New |
N/A
|
407
$0
|
|
| Q1 2021 | |||||||
|
May 05, 2021
Q1 2021
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-8KClosed |
N/A
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.76KClosed |
N/A
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-17.4KClosed |
N/A
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.91KClosed |
N/A
|
0
$0
|
|