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 28 institutions that hold shares in the stock, with a total of 498,728 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 |
Aug 12, 2025 Q2 2025 |
138,759
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
63,747
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 8.03%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
61,685
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 7.44%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
61,322
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
37,948
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 216.63%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
25,217
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
20,172
shares
|
$0
0.38% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
18,621
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
16,290
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
11,345
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 5.83%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
10,117
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 6.35%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
9,681
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
7,229
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 12.08%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
4,676
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
3,498
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 51.36%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
2,820
shares
|
$0
0.01% of portfolio
|
Q2 2025
Reduced 24.76%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,554
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 53.75%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
945
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 21.58%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
883
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 36.06%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
800
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
615
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 71.34%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
387
shares
|
$0
0.0% of portfolio
|
Q1 2025
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
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
38
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 40.63%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
11
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|