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SHAG WISDOMTREE TR

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YIELD ENHANCED (fund)

34 managers (34 13F filers) reported a position in SHAG shares at 2025-03-31, 505,399 shares in all. 5 filers opened a position and 2 filers sold out during the quarter.

Managers
34
13F filers
34
New
5
Added
14
Reduced
7
Sold out
2
Shares held by filers
505,399

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC135,290$6.44M<0.01%+6,29913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/61,685$2.94M<0.01%-4,95513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC61,322$2.92M0.01%+39,22913F-HR/ATimelineGroup
Private Advisor Group, LLC59,007$2.81M0.02%+6,06713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC37,948$1.81M<0.01%+25,96313F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC25,217$1.2M0.01%-13013F-HRTimelineGroup
HF Advisory Group, LLC20,958$998K0.44%+99313F-HRTimeline
Prime Capital Investment Advisors, LLC18,662$888K0.01%+47313F-HRTimeline
Insight Advisors, LLC/ PA16,241$773K0.14%+3,77813F-HRTimeline
WEBSTER BANK, N. A.10,720$510K0.06%+18713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY10,117$482K<0.01%+60413F-HRTimelineGroup
Winch Advisory Services, LLC9,575$456K0.12%-20713F-HRTimeline
Herold Advisors, Inc.7,229$344K0.08%-99313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp6,462$308K<0.01%+713F-HRTimelineGroup
FLOW TRADERS U.S. LLC6,251$298K0.01%new13F-HRTimeline
Trilogy Capital Inc.4,828$230K0.01%-1,16813F-HRTimeline
LANARK FINANCIAL, INC.3,748$178K0.02%+3,73913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,498$167K<0.01%+1,18713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,146$102K<0.01%+1,46113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,554$74K<0.01%-1,80613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA945$45K<0.01%013F-HR/ATimelineGroup
Smartleaf Asset Management LLC883$42K<0.01%+23413F-HRTimeline
UBS Group AGin group UBS Group AG387$18.4K<0.01%new13F-HRTimelineGroup
Tidemark, LLC207$9.85K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources200$9.52K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.165$7.86K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV64$3.05K<0.01%-1013F-HRTimeline
REAP Financial Group, LLC49$2.34K<0.01%new13F-HRTimeline
AE Wealth Management LLC24$1.14K<0.01%013F-HRTimeline
CoreCap Advisors, LLC11$524<0.01%013F-HRTimeline
Larson Financial Group LLC4$174<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…1$69<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC1$48<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.