Skip to content

SHAG WISDOMTREE TR

Follow

YIELD ENHANCED (fund)

30 managers (30 13F filers) reported a position in SHAG shares at 2025-12-31, 696,880 shares in all. 2 filers opened a position and 2 filers sold out during the quarter.

Managers
30
13F filers
30
New
2
Added
11
Reduced
12
Sold out
2
Shares held by filers
696,880

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC117,511$5.64M<0.01%-9,69613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/98,080$4.71M<0.01%+10,95913F-HRTimelineGroup
ECLECTIC ASSOCIATES INC /ADV85,916$4.13M0.64%new13F-HRTimeline
Private Advisor Group, LLC77,369$3.72M0.02%+3,13913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC63,190$3.04M<0.01%+15,40213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…48,332$2.32M<0.01%-9,22813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC45,947$2.21M<0.01%-14,38213F-HRTimelineGroup
FLOW TRADERS U.S. LLC27,022$1.3M0.04%+8,52813F-HRTimeline
HF Advisory Group, LLC22,041$1.06M0.37%+83813F-HR/ATimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC20,199$970K<0.01%-2,78613F-HRTimelineGroup
Prime Capital Investment Advisors, LLC17,027$818K0.01%-1,11713F-HRTimeline
Insight Advisors, LLC/ PA16,662$800K0.12%-1913F-HRTimeline
WEBSTER BANK, N. A.10,084$484K0.05%+47313F-HRTimeline
Winch Advisory Services, LLC9,862$474K0.1%+10513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY7,498$360K<0.01%-33713F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp7,113$342K<0.01%+41513F-HRTimelineGroup
Herold Advisors, Inc.5,741$276K0.06%-1,98813F-HRTimeline
Trilogy Capital Inc.4,535$218K0.01%-10213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,407$212K<0.01%-50013F-HRTimelineGroup
LANARK FINANCIAL, INC.2,689$129K0.01%+47913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,797$87K<0.01%-12913F-HRTimelineGroup
Smartleaf Asset Management LLC1,328$63.8K<0.01%+30513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,151$55.3K<0.01%-21513F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources800$38.4K<0.01%013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…416$20K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG112$5.38K<0.01%+1113F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV38$1.82K<0.01%013F-HRTimeline
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$41<0.01%013F-HRTimelineGroup