Purchases and Sales Made in Q4 2021 in Wisdomtree Yield Enhanced U.S. (SHAG)
This table provides information about the institutional ownership of Wisdomtree Yield Enhanced U.S. (SHAG) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
283KNew |
N/A
|
283K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
BUY
|
- |
217KNew |
N/A
|
217K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
82.7K+ 105.45% |
N/A
|
161K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
42.6K+ 70.02% |
N/A
|
103K
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
36.3K+ 166.0% |
N/A
|
58.2K
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
35.9K+ 132.25% |
N/A
|
63K
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
29.9KNew |
N/A
|
29.9K
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
20.5KNew |
N/A
|
20.5K
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
8.91KNew |
N/A
|
8.91K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.66K+ 3.14% |
N/A
|
153K
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2.97K+ 124.24% |
N/A
|
5.37K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
1.52K+ 10.9% |
N/A
|
15.5K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
1.13K+ 95.53% |
N/A
|
2.32K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
522New |
N/A
|
522
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
BUY
|
- |
500+ 6.75% |
N/A
|
7.9K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
495New |
N/A
|
495
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
344+ 6.01% |
N/A
|
6.07K
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11New |
N/A
|
11
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
5+ 0.36% |
N/A
|
1.38K
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2Closed |
N/A
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-13- 0.13% |
N/A
|
10.4K
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-43- 0.41% |
N/A
|
10.4K
$0
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-285- 6.69% |
N/A
|
3.98K
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-335- 0.36% |
N/A
|
93.5K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.39K- 19.06% |
N/A
|
5.91K
$0
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.55K- 4.69% |
N/A
|
31.5K
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
SELL
|
- |
-2.54K- 7.61% |
N/A
|
30.8K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-4.4KClosed |
N/A
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
SELL
|
- |
-5.81KClosed |
N/A
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11.8K- 40.7% |
N/A
|
17.2K
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-17.5KClosed |
N/A
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-32.6K- 22.37% |
N/A
|
113K
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-46.9K- 36.11% |
N/A
|
83K
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-88.4K- 69.83% |
N/A
|
38.2K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-123K- 46.85% |
N/A
|
140K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-126K- 33.85% |
N/A
|
247K
$0
|