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WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund (SHAG) Institutional Ownership

$47.31 +0.05 (+0.11%)
(As of 12/20/2024 ET)

Institutional Ownership Changes (13F Filings) for WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund (BATS:SHAG)

Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$1.64M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$44.63K
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SHAG Institutional Buying and Selling by Quarter

WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/14/2024 Flow Traders U.S. LLC27,869$1.34M0.1%+484.9%3.484%
11/5/2024 Prime Capital Investment Advisors LLC20,634$990K0.0%-2.9%2.579%
10/21/2024 Winch Advisory Services LLC10,050$482K0.1%-3.0%1.256%
10/15/2024 NBC Securities Inc.9,171$439K0.0%+20.8%1.146%
10/10/2024 Webster Bank N. A.9,759$468K0.0%+5.7%1.220%
7/12/2024 Webster Bank N. A.9,237$434K0.0%+26.4%1.155%
4/16/2024 Webster Bank N. A.7,307$344K0.0%+17.7%0.913%
4/5/2024 NBC Securities Inc.7,588$357K0.0%+52.3%0.361%
2/7/2024 NBC Securities Inc.4,982$235K0.0%+155.7%0.237%
1/18/2024 Winch Advisory Services LLC10,469$496K0.2%+4.8%0.499%
11/9/2023 Prime Capital Investment Advisors LLC26,651$1.23M0.0%-30.5%1.269%
11/6/2023 Winch Advisory Services LLC9,985$462K0.2%+15.0%0.475%
11/4/2023 NBC Securities Inc.1,948$90K0.0%N/A0.093%
9/12/2023 Farther Finance Advisors LLC1,010$47K0.0%-33.0%0.048%
8/15/2023 Invenio Wealth Partners LLC7,388$345K0.4%N/A0.352%
5/16/2023 Goodman Advisory Group LLC1,257$59K0.0%+139.0%0.057%
5/10/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC2,183$103K0.0%N/A0.099%
5/10/2023 Winch Advisory Services LLC8,785$414K0.2%+6.0%0.399%
2/13/2023 Wealthcare Advisory Partners LLC5,344$249K0.0%+4.3%0.000%
1/26/2023 Winch Advisory Services LLC8,289$387K0.2%+7.3%0.000%
1/20/2023 Goodman Advisory Group LLC526$25K0.0%-95.6%0.000%
1/18/2023 Webster Bank N. A.6,187$289K0.0%-3.4%0.000%
10/31/2022 Winch Advisory Services LLC7,724$357K0.2%+20.4%0.000%
10/17/2022 Goodman Advisory Group LLC11,897$550K0.3%-21.3%0.000%
9/16/2022 Private Trust Co. NA707$34K0.0%N/A0.000%
8/12/2022 Winch Advisory Services LLC6,417$305K0.1%+19.3%0.000%
8/12/2022 Congress Wealth Management LLC DE 36,509$1.74M0.0%+1.8%0.000%
8/3/2022 Goodman Advisory Group LLC15,123$720K0.3%N/A0.000%
7/12/2022 Webster Bank N. A.6,402$305K0.0%-19.0%0.000%
5/6/2022Retirement Group LLC512$25K0.0%-62.9%0.000%
2/4/2022 Winch Advisory Services LLC5,366$271K0.1%+124.2%0.000%
11/10/2021 Winch Advisory Services LLC2,393$122K0.0%+16.2%0.000%
8/5/2021 Winch Advisory Services LLC2,060$105K0.0%+26.7%0.000%
5/10/2021 NewSquare Capital LLC4,880$249K0.0%+19.3%0.000%
5/3/2021 Winch Advisory Services LLC1,626$83K0.0%+545.2%0.000%
2/4/2021 NewSquare Capital LLC4,090$210K0.0%+85.5%0.000%
1/7/2021 Webster Bank N. A.6,492$334K0.0%-3.7%0.000%
(Data available from 1/1/2016 forward)

SHAG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SHAG shares?

During the previous two years, 10 institutional investors and hedge funds held shares of WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund. The most heavily invested institutionals were Flow Traders U.S. LLC ($1.34M), Prime Capital Investment Advisors LLC ($990K), Winch Advisory Services LLC ($482K), Webster Bank N. A. ($468K), NBC Securities Inc. ($439K), Invenio Wealth Partners LLC ($345K), and Wealthcare Advisory Partners LLC ($249K).Learn more on SHAG's institutional investors.

Which institutional investors have been buying WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund stock?

The following institutional investors have purchased WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund stock in the last 24 months: Flow Traders U.S. LLC ($23.10K), NBC Securities Inc. ($9.17K), Invenio Wealth Partners LLC ($7.39K), Webster Bank N. A. ($3.55K), Winch Advisory Services LLC ($2.85K), Nelson Van Denburg & Campbell Wealth Management Group LLC ($2.18K), and Goodman Advisory Group LLC ($731.00).

How much institutional buying is happening at WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund?

Institutional investors have bought a total of 49,193 shares in the last 24 months. This purchase volume represents approximately $2.33M in transactions.

Which WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund major shareholders have been selling company stock?

The following institutional investors have sold WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund stock in the last 24 months: Prime Capital Investment Advisors LLC ($12.34K), Goodman Advisory Group LLC ($11.37K), Farther Finance Advisors LLC ($497.00), Winch Advisory Services LLC ($308.00), and Webster Bank N. A. ($215.00).

How much institutional selling is happening at WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund?

Institutional investors have sold a total of 24,731 shares in the last 24 months. This volume of shares sold represents approximately $1.15M in transactions.



This page (BATS:SHAG) was last updated on 12/22/2024 by MarketBeat.com Staff
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