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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 2025-06-30, 539,970 shares in all. 1 filer opened a position and 5 filers sold out during the quarter.

Managers
31
13F filers
31
New
1
Added
12
Reduced
11
Sold out
5
Shares held by filers
539,970

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
LPL Financial LLC138,759$6.64M<0.01%+3,46913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC86,017$4.12M0.01%+24,69513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/72,201$3.46M<0.01%+10,51613F-HRTimelineGroup
Private Advisor Group, LLC63,747$3.05M0.02%+4,74013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC38,878$1.86M<0.01%+93013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC24,882$1.19M0.01%-33513F-HRTimelineGroup
HF Advisory Group, LLC20,172$966K0.38%-78613F-HRTimeline
Prime Capital Investment Advisors, LLC18,621$891K0.01%-4113F-HRTimeline
Insight Advisors, LLC/ PA16,290$780K0.13%+4913F-HRTimeline
WEBSTER BANK, N. A.11,345$543K0.06%+62513F-HRTimeline
Winch Advisory Services, LLC9,681$463K0.11%+10613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY7,925$379K<0.01%-2,19213F-HRTimelineGroup
Herold Advisors, Inc.7,229$346K0.07%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp6,450$309K<0.01%-1213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,445$261K<0.01%+3,29913F-HR/ATimelineGroup
Trilogy Capital Inc.4,676$224K0.01%-15213F-HRTimeline
LANARK FINANCIAL, INC.2,820$134K0.01%-92813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,298$62.1K<0.01%-25613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,016$49K<0.01%+7113F-HR/ATimelineGroup
Smartleaf Asset Management LLC940$45K<0.01%+5713F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources800$38.3K<0.01%+60013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN555$26.5K<0.01%-2,94313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC93$4.45K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG45$2.15K<0.01%-34213F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV38$1.82K<0.01%-2613F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.30$1.44K<0.01%13F-HRTimeline
CoreCap Advisors, LLC11$527<0.01%013F-HRTimeline
Larson Financial Group LLC4$177<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…1$70<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1$48<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.