Purchases and Sales Made in Q3 2022 in Wisdomtree Yield Enhanced U.S. (SHAG)
This table provides information about the institutional ownership of Wisdomtree Yield Enhanced U.S. (SHAG) during Q3 2022. The information is specifically focused on institutions that hold shares of WISDOMTREE YIELD ENHANCED U.S..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
6.93K+ 18.36% |
N/A
|
44.7K
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.22K+ 21.07% |
N/A
|
30K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.13KNew |
N/A
|
5.13K
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
2.84K+ 11.09% |
N/A
|
28.4K
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.15KNew |
N/A
|
2.15K
$0
|
|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1.31K+ 20.37% |
N/A
|
7.72K
$0
|
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
443+ 4.03% |
N/A
|
11.4K
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
54New |
N/A
|
54
$0
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
24+ 0.02% |
N/A
|
98.2K
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12+ 0.22% |
N/A
|
5.52K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7+ 0.12% |
N/A
|
6.09K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
BUY
|
- |
2+ 0.39% |
N/A
|
516
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-4- 0.78% |
N/A
|
507
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-15- 11.19% |
N/A
|
119
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-72- 0.2% |
N/A
|
36.7K
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-390- 0.49% |
N/A
|
78.7K
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.21K- 11.23% |
N/A
|
9.52K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.31K- 24.84% |
N/A
|
3.96K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.64K- 76.89% |
N/A
|
494
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-3.23K- 21.33% |
N/A
|
11.9K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.12K- 8.81% |
N/A
|
73.7K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.05K- 7.02% |
N/A
|
107K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.7K- 9.45% |
N/A
|
83.4K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-18.9K- 8.13% |
N/A
|
214K
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-29.5K- 25.78% |
N/A
|
84.8K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-35.9K- 28.46% |
N/A
|
90.3K
$0
|