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 36 institutions that hold shares in the stock, with a total of 573,821 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 |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,205
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 70.92%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
739
shares
|
$0
0.0% of portfolio
|
Q3 2024
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
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
266
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 104.62%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
207
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
200
shares
|
$0
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
165
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 0.61%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
38
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 38.71%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
11
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
6
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|