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SHAG WISDOMTREE TR

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YIELD ENHANCED (fund)

30 managers (30 13F filers) reported a position in SHAG shares at 2026-06-30, 752,394 shares in all. 1 filer opened a position and 5 filers sold out during the quarter.

Managers
30
13F filers
30
New
1
Added
12
Reduced
9
Sold out
5
Shares held by filers
752,394

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/136,039$6.44M<0.01%+8,23013F-HRTimelineGroup
ECLECTIC ASSOCIATES INC /ADV97,596$4.62M0.53%+14,53113F-HRTimeline
LPL Financial LLC76,854$3.64M<0.01%-4,64613F-HRTimeline
Private Advisor Group, LLC64,570$3.06M0.01%-21,02313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC62,385$2.95M<0.01%+21,62313F-HRTimelineGroup
COLUMBIA ADVISORY PARTNERS LLC55,437$2.62M1.45%-10,95613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC53,913$2.55M<0.01%+23,31013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…42,562$2.01M<0.01%+6,43313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.26,115$1.24M<0.01%+3,80513F-HRTimelineGroup
HF Advisory Group, LLC24,096$1.14M0.35%+1,03513F-HRTimeline
Insight Advisors, LLC/ PA19,378$917K0.16%+2,28113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC18,671$884K<0.01%-1,48213F-HRTimelineGroup
Prime Capital Investment Advisors, LLC16,933$801K0.01%-16813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA13,127$621K<0.01%+9,66413F-HRTimelineGroup
WEBSTER BANK, N. A.12,993$615K0.05%+1,46913F-HRTimeline
Winch Advisory Services, LLC10,166$481K0.1%+4413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp6,795$322K<0.01%-54213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,949$234K<0.01%-2,11813F-HRTimelineGroup
Trilogy Capital Inc.4,372$207K0.01%-14813F-HRTimeline
Smartleaf Asset Management LLC1,518$71.9K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,015$48.1K<0.01%+2413F-HRTimelineGroup
LANARK FINANCIAL, INC.976$46.2K<0.01%-1,37213F-HRTimeline
AMERIFLEX GROUP, INC.802$38K0.02%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources800$37.9K<0.01%013F-HRTimelineGroup
Integrated Wealth Concepts LLC273$12.9K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV38$1.8K<0.01%013F-HRTimeline
CoreCap Advisors, LLC11$521<0.01%013F-HRTimeline
Planning Strategies Inc.8$379<0.01%13F-HRTimeline
Smallwood Wealth Investment Management,…1$69<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$34<0.01%013F-HRTimelineGroup