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 40 institutions that hold shares in the stock, with a total of 608,251 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 |
---|---|---|---|---|---|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
4,888
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 3.3%
|
|
Claro Advisors LLC
Boston, MA |
Apr 18, 2024 Q1 2024 |
4,780
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 29.14%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
1,225
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 21.29%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
855
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
Citigroup Inc
|
May 10, 2024 Q1 2024 |
736
shares
|
$0
0.0% of portfolio
|
Q2 2023
Added 11.35%
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
363
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
Tidemark, LLC
San Diego, CA |
May 13, 2024 Q1 2024 |
207
shares
|
$0
0.01% of portfolio
|
Q4 2023
New holding
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2024 Q1 2024 |
200
shares
|
$0
0.0% of portfolio
|
Q4 2022
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
185
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 57.95%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
165
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 0.61%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
97
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 234.48%
|
|
Creative Financial Designs Inc
|
May 01, 2024 Q1 2024 |
62
shares
|
$0
0.0% of portfolio
|
Q2 2023
Reduced 39.81%
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 14, 2024 Q1 2024 |
5
shares
|
$0
0.0% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Larson Financial Group LLC
|
May 03, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|