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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2020
Q3 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-6.95KClosed |
N/A
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.09KClosed |
N/A
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-205Closed |
N/A
|
0
$0
|
|
| Q1 2020 | |||||||
|
Sep 04, 2020
Q1 2020
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-4.99KClosed |
N/A
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-39.3KClosed |
N/A
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Parallel Advisors, LLC
|
SELL
|
- |
-199Closed |
N/A
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-195Closed |
N/A
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-5.81KClosed |
N/A
|
0
$0
|
|
|
Jan 08, 2020
Q4 2019
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-134Closed |
N/A
|
0
$0
|
|
| Q3 2019 | |||||||
|
May 08, 2020
Q3 2019
|
Royal Fund Management, LLC
|
SELL
|
- |
-265Closed |
N/A
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 12, 2019
Q2 2019
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4Closed |
N/A
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-7.19KClosed |
N/A
|
0
$0
|
|
|
Jul 22, 2019
Q2 2019
|
Ae Wealth Management LLC
|
SELL
|
- |
-11.6KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Jan 17, 2019
Q4 2018
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-5.31KClosed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 09, 2018
Q4 2017
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.8KClosed |
N/A
|
0
$0
|
|