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SHAG WISDOMTREE TR

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YIELD ENHANCED (fund)

31 managers (31 13F filers) reported a position in SHAG shares at 2024-12-31, 419,303 shares in all. 2 filers opened a position and 8 filers sold out during the quarter.

Managers
31
13F filers
31
New
2
Added
8
Reduced
15
Sold out
8
Shares held by filers
419,303

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
LPL Financial LLC128,991$6.09M<0.01%-18913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/66,640$3.15M<0.01%-7,57413F-HRTimelineGroup
Private Advisor Group, LLC52,940$2.5M0.01%+13,52813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC25,347$1.2M0.01%-7,24013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC22,093$1.04M<0.01%-74,11013F-HRTimelineGroup
HF Advisory Group, LLC19,965$942K0.43%+1,75713F-HRTimeline
Prime Capital Investment Advisors, LLC18,189$859K0.01%-2,44513F-HRTimeline
Insight Advisors, LLC/ PA12,463$588K0.1%+6213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,985$566K<0.01%-7,86113F-HRTimelineGroup
WEBSTER BANK, N. A.10,533$497K0.05%+77413F-HRTimeline
Winch Advisory Services, LLC9,782$462K0.12%-26813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY9,513$449K<0.01%+24013F-HR/ATimelineGroup
Herold Advisors, Inc.8,222$388K0.08%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp6,455$305K<0.01%+1513F-HRTimelineGroup
Trilogy Capital Inc.5,996$283K0.01%+10213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,360$159K<0.01%-3013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,311$109K<0.01%-1,44813F-HRTimelineGroup
Farther Finance Advisors, LLC1,010$47.7K<0.01%-22013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA945$44K<0.01%-26013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.685$32.3K<0.01%-1,17413F-HR/ATimelineGroup
Smartleaf Asset Management LLC649$30.6K<0.01%-8,02713F-HRTimeline
Van Hulzen Asset Management, LLC535$25.3K<0.01%new13F-HRTimeline
Tidemark, LLC207$9.77K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources200$9.44K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.165$7.79K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV74$3.49K<0.01%+3613F-HRTimeline
AE Wealth Management LLC24$1.13K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC11$519<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.9$4410.04%-9,16213F-HRTimeline
Larson Financial Group LLC4$171<0.01%-213F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.