Latest Institutional Sells of Wisdomtree Yield Enhanced U.S. (SHAG)
This list provides information on the latest institutional transactions involving Wisdomtree Yield Enhanced U.S. (SHAG) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-13.3K- 28.99% |
N/A
|
32.6K
$0
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-12.8K- 39.16% |
N/A
|
19.8K
$0
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.63K- 36.75% |
N/A
|
9.69K
$0
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.47K- 44.35% |
N/A
|
6.86K
$0
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-4.97K- 46.06% |
N/A
|
5.82K
$0
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.04K- 21.67% |
N/A
|
3.76K
$0
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-877- 9.64% |
N/A
|
8.22K
$0
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-636- 9.74% |
N/A
|
5.89K
$0
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-622- 2.93% |
N/A
|
20.6K
$0
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-308- 2.97% |
N/A
|
10.1K
$0
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-148- 4.18% |
N/A
|
3.39K
$0
|
|
Q2 2024 | |||||||
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.66K- 54.55% |
N/A
|
4.72K
$0
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-24- 38.71% |
N/A
|
38
$0
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-5Closed |
N/A
|
0
$0
|
|
Q1 2024 | |||||||
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.97K- 29.14% |
N/A
|
4.78K
$0
|
|
Q4 2023 | |||||||
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-1.3K- 22.98% |
N/A
|
4.36K
$0
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-266- 67.0% |
N/A
|
131
$0
|
|
Q3 2023 | |||||||
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-731- 13.34% |
N/A
|
4.75K
$0
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-24- 1.13% |
N/A
|
2.1K
$0
|
|
Q1 2023 | |||||||
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 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-13.8K- 37.48% |
N/A
|
22.9K
$0
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-241- 4.37% |
N/A
|
5.28K
$0
|
|
Q2 2022 | |||||||
Aug 10, 2022
Q2 2022
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-249K- 97.16% |
N/A
|
7.29K
$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 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-16.3KClosed |
N/A
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-9.14KClosed |
N/A
|
0
$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
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-230- 1.25% |
N/A
|
18.1K
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-24Closed |
N/A
|
0
$0
|
|
Q1 2022 | |||||||
May 02, 2022
Q1 2022
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-4.49KClosed |
N/A
|
0
$0
|
|
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
|
|
Q4 2021 | |||||||
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-17.5KClosed |
N/A
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
SELL
|
- |
-5.81KClosed |
N/A
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-4.4KClosed |
N/A
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2Closed |
N/A
|
0
$0
|
|
Q3 2021 | |||||||
Nov 08, 2021
Q3 2021
|
New Square Capital LLC
|
SELL
|
- |
-5.64KClosed |
N/A
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-5.49KClosed |
N/A
|
0
$0
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
Q2 2021 | |||||||
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.82KClosed |
N/A
|
0
$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 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-251Closed |
N/A
|
0
$0
|
|
Q1 2021 | |||||||
Apr 30, 2021
Q1 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-17.4KClosed |
N/A
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-8KClosed |
N/A
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.91KClosed |
N/A
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.76KClosed |
N/A
|
0
$0
|