SHAG Institutional Ownership
WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund
1W: -0.1%
1M: -1.3%
3M: -2.1%
YTD: -2.8%
1Y: -2.8%
3Y: +10.3%
5Y: +3.7%
$46.39
-0.07 (-0.15%)
Weekly Expected Move ±0.4%
$46
$46
$46
$47
$47
Overview
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Holdings
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Institutional Ownership — SHAG
37
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
36M
Total Invested
3
New Positions
12
Increased
15
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (37 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 136,039 | 6M | +8,230 | +6.4% | 15Q | SEC ↗ |
| 2 | ECLECTIC ASSOCIATES INC /ADV | 97,596 | 5M | +14,531 | +17.5% | 3Q | SEC ↗ |
| 3 | LPL Financial LLC | 76,854 | 4M | -4,646 | -5.7% | 27Q | SEC ↗ |
| 4 | Private Advisor Group, LLC | 64,570 | 3M | -21,023 | -24.6% | 21Q | SEC ↗ |
| 5 | CITADEL ADVISORS LLC | 62,385 | 3M | +21,623 | +53.0% | 10Q | SEC ↗ |
| 6 | COLUMBIA ADVISORY PARTNERS LLC | 55,437 | 3M | -10,956 | -16.5% | 2Q | SEC ↗ |
| 7 | JANE STREET GROUP, LLC | 53,913 | 3M | +23,310 | +76.2% | 20Q | SEC ↗ |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42,562 | 2M | +6,433 | +17.8% | 4Q | SEC ↗ |
| 9 | OSAIC HOLDINGS, INC. | 26,115 | 1M | +3,805 | +17.1% | 26Q | SEC ↗ |
| 10 | HF Advisory Group, LLC | 24,096 | 1M | +1,035 | +4.5% | 15Q | SEC ↗ |
| 11 | Insight Advisors, LLC/ PA | 19,378 | 899K | +2,281 | +13.3% | 23Q | SEC ↗ |
| 12 | Kestra Advisory Services, LLC | 18,671 | 866K | -1,482 | -7.4% | 14Q | SEC ↗ |
| 13 | Prime Capital Investment Advisors, LLC | 16,933 | 786K | -168 | -1.0% | 13Q | SEC ↗ |
| 14 | ROYAL BANK OF CANADA | 13,127 | 609K | +9,664 | +279.1% | 19Q | SEC ↗ |
| 15 | WEBSTER BANK, N. A. | 12,993 | 603K | +1,469 | +12.7% | 29Q | SEC ↗ |
| 16 | Winch Advisory Services, LLC | 10,166 | 472K | +44 | +0.4% | 35Q | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 6,795 | 315K | -542 | -7.4% | 14Q | SEC ↗ |
| 18 | MORGAN STANLEY | 4,949 | 230K | -2,118 | -30.0% | 28Q | SEC ↗ |
| 19 | Trilogy Capital Inc. | 4,372 | 203K | -148 | -3.3% | 19Q | SEC ↗ |
| 20 | Smartleaf Asset Management LLC | 1,518 | 70K | — | +0.0% | 11Q | SEC ↗ |
| 21 | MERCER GLOBAL ADVISORS INC /ADV NEW | 1,015 | 47K | — | +0.0% | 1Q | SEC ↗ |
| 22 | JPMORGAN CHASE & CO | 1,015 | 47K | +24 | +2.4% | 12Q | SEC ↗ |
| 23 | LANARK FINANCIAL, INC. | 976 | 45K | -1,372 | -58.4% | 12Q | SEC ↗ |
| 24 | AMERIFLEX GROUP, INC. | 802 | 37K | — | +0.0% | 2Q | SEC ↗ |
| 25 | FRANKLIN RESOURCES INC | 800 | 37K | — | +0.0% | 15Q | SEC ↗ |
| 26 | Integrated Wealth Concepts LLC NEW | 273 | 13K | — | +0.0% | 1Q | SEC ↗ |
| 27 | CREATIVE FINANCIAL DESIGNS INC /ADV | 38 | 2K | — | +0.0% | 18Q | SEC ↗ |
| 28 | CoreCap Advisors, LLC | 11 | 1K | — | +0.0% | 10Q | SEC ↗ |
| 29 | Planning Strategies Inc. NEW | 8 | 0K | — | +0.0% | 1Q | SEC ↗ |
| 30 | WELLS FARGO & COMPANY/MN | 1 | 0K | — | +0.0% | 30Q | SEC ↗ |
| 31 | Smallwood Wealth Investment Management | 1 | 0K | — | +0.0% | 6Q | SEC ↗ |
| 32 | Herold Advisors, Inc. | 0 | 0K | -5,427 | -100.0% | 14Q | SEC ↗ |
| 33 | FLOW TRADERS U.S. LLC | 0 | 0K | -27,263 | -100.0% | 3Q | SEC ↗ |
| 34 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 0 | 0K | -416 | -100.0% | 2Q | SEC ↗ |
| 35 | Western Wealth Management, LLC | 0 | 0K | -669 | -100.0% | 1Q | SEC ↗ |
| 36 | UBS Group AG | 0 | 0K | -145 | -100.0% | 5Q | SEC ↗ |
| 37 | Advisory Services Network, LLC | 0 | 0K | -606 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | 1,015 | 47K |
| Integrated Wealth Concepts LLC | 273 | 13K |
| Planning Strategies Inc. | 8 | 0K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FLOW TRADERS U.S. LLC | 27,263 | 1M |
| Herold Advisors, Inc. | 5,427 | 252K |
| Western Wealth Management, LLC | 669 | 31K |
| Advisory Services Network, LLC | 606 | 28K |
| INTERNATIONAL ASSETS INVESTMENT MAN | 416 | 19K |
| UBS Group AG | 145 | 7K |
Biggest Increases (12)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | +23,310 | +76.2% | 53,913 |
| CITADEL ADVISORS LLC | +21,623 | +53.0% | 62,385 |
| ECLECTIC ASSOCIATES INC /ADV | +14,531 | +17.5% | 97,596 |
| ROYAL BANK OF CANADA | +9,664 | +279.1% | 13,127 |
| BANK OF AMERICA CORP /DE | +8,230 | +6.4% | 136,039 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +6,433 | +17.8% | 42,562 |
| OSAIC HOLDINGS, INC. | +3,805 | +17.1% | 26,115 |
| Insight Advisors, LLC/ PA | +2,281 | +13.3% | 19,378 |
| WEBSTER BANK, N. A. | +1,469 | +12.7% | 12,993 |
| HF Advisory Group, LLC | +1,035 | +4.5% | 24,096 |
| Winch Advisory Services, LLC | +44 | +0.4% | 10,166 |
| JPMORGAN CHASE & CO | +24 | +2.4% | 1,015 |
Biggest Decreases (9)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Private Advisor Group, LLC | -21,023 | -24.6% | 64,570 |
| COLUMBIA ADVISORY PARTNERS LLC | -10,956 | -16.5% | 55,437 |
| LPL Financial LLC | -4,646 | -5.7% | 76,854 |
| MORGAN STANLEY | -2,118 | -30.0% | 4,949 |
| Kestra Advisory Services, LLC | -1,482 | -7.4% | 18,671 |
| LANARK FINANCIAL, INC. | -1,372 | -58.4% | 976 |
| Bank of New York Mellon Corp | -542 | -7.4% | 6,795 |
| Prime Capital Investment Advisors, | -168 | -1.0% | 16,933 |
| Trilogy Capital Inc. | -148 | -3.3% | 4,372 |