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SHAG WISDOMTREE TR

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YIELD ENHANCED (fund)

33 managers (33 13F filers) reported a position in SHAG shares at 2026-03-31, 735,976 shares in all. 3 filers opened a position and 0 filers sold out during the quarter.

Managers
33
13F filers
33
New
3
Added
13
Reduced
11
Sold out
0
Shares held by filers
735,976

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/127,809$6.08M<0.01%+29,72913F-HRTimelineGroup
Private Advisor Group, LLC85,593$4.07M0.02%+8,22413F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV83,065$3.95M0.52%-2,85113F-HRTimeline
LPL Financial LLC81,500$3.88M<0.01%-36,01113F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC66,393$3.16M2.02%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC40,762$1.94M<0.01%-22,42813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…36,129$1.72M<0.01%-12,20313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC30,603$1.46M<0.01%-15,34413F-HRTimelineGroup
FLOW TRADERS U.S. LLC27,263$1.3M0.04%+24113F-HRTimeline
HF Advisory Group, LLC23,061$1.1M0.37%+1,02013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.22,310$1.06M<0.01%+17,90313F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC20,153$959K<0.01%-4613F-HRTimelineGroup
Prime Capital Investment Advisors, LLC17,101$814K0.01%+7413F-HRTimeline
Insight Advisors, LLC/ PA17,097$813K0.15%+43513F-HRTimeline
WEBSTER BANK, N. A.11,524$548K0.05%+1,44013F-HRTimeline
Winch Advisory Services, LLC10,122$482K0.11%+26013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp7,337$349K<0.01%+22413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY7,067$336K<0.01%-43113F-HRTimelineGroup
Herold Advisors, Inc.5,427$258K0.06%-31413F-HRTimeline
Trilogy Capital Inc.4,520$215K0.01%-1513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,463$165K<0.01%+1,66613F-HRTimelineGroup
LANARK FINANCIAL, INC.2,348$112K0.01%-34113F-HRTimeline
Smartleaf Asset Management LLC1,518$72.1K<0.01%+19013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO991$47.1K<0.01%-16013F-HR/ATimelineGroup
AMERIFLEX GROUP, INC.802$38.2K0.02%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources800$38.1K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC606$28.8K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…416$19.8K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG145$6.9K<0.01%+3313F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV38$1.81K<0.01%013F-HRTimeline
CoreCap Advisors, LLC11$523<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…1$69<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$32<0.01%013F-HR/ATimelineGroup