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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 2025-09-30, 611,029 shares in all. 3 filers opened a position and 3 filers sold out during the quarter.

Managers
30
13F filers
30
New
3
Added
12
Reduced
10
Sold out
3
Shares held by filers
611,029

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC127,207$6.1M<0.01%-11,55213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/87,121$4.18M<0.01%+14,92013F-HR/ATimelineGroup
Private Advisor Group, LLC74,230$3.56M0.02%+10,48313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC60,329$2.89M<0.01%-25,68813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…57,560$2.76M<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC47,788$2.29M<0.01%+8,91013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC22,985$1.1M0.01%-1,89713F-HRTimelineGroup
HF Advisory Group, LLC21,203$1.02M0.37%+1,03113F-HRTimeline
FLOW TRADERS U.S. LLC18,494$887K0.04%new13F-HRTimeline
Prime Capital Investment Advisors, LLC18,144$870K0.01%-47713F-HRTimeline
Insight Advisors, LLC/ PA16,681$800K0.12%+39113F-HRTimeline
Winch Advisory Services, LLC9,757$468K0.11%+7613F-HRTimeline
WEBSTER BANK, N. A.9,611$461K0.04%-1,73413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY7,835$376K<0.01%-9013F-HR/ATimelineGroup
Herold Advisors, Inc.7,729$371K0.09%+50013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp6,698$321K<0.01%+24813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,907$235K<0.01%-53813F-HRTimelineGroup
Trilogy Capital Inc.4,637$222K0.01%-3913F-HRTimeline
LANARK FINANCIAL, INC.2,210$106K0.01%-61013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,926$93K<0.01%+91013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,366$65.5K<0.01%+6813F-HR/ATimelineGroup
Smartleaf Asset Management LLC1,023$49.1K<0.01%+8313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources800$38.4K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC606$29.1K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG101$4.84K<0.01%+5613F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV38$1.82K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.30$1.44K<0.01%013F-HR/ATimeline
CoreCap Advisors, LLC11$528<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…1$70<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$59<0.01%-55413F-HRTimelineGroup