WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund (SHAG) Institutional Ownership $47.36 +0.08 (+0.18%) As of 03:48 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnership Institutional Ownership Changes (13F Filings) for WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund (BATS:SHAG)Number ofInstitutional Buyers(last 12 months)3TotalInstitutional Inflows(last 12 months)$1.62MNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$57.28K Get SHAG Insider Trade Alerts Want to know when executives and insiders are buying or selling WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data SHAG Institutional Buying and Selling by Quarter WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails1/14/2025 Winch Advisory Services LLC9,782$462K0.1%-2.7%1.223% 11/14/2024Flow Traders U.S. LLC27,869$1.34M0.1%+484.9%3.484% 11/5/2024Prime 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% 10/15/2024NBC Securities Inc.9,171$439K0.0%+20.8%1.146% 10/10/2024Webster Bank N. A.9,759$468K0.0%+5.7%1.220% 7/12/2024Webster Bank N. A.9,237$434K0.0%+26.4%1.155% 4/16/2024Webster Bank N. A.7,307$344K0.0%+17.7%0.913% 4/5/2024NBC Securities Inc.7,588$357K0.0%+52.3%0.361% 2/7/2024NBC Securities Inc.4,982$235K0.0%+155.7%0.237% Get the Latest News and Ratings for SHAG and Related StocksEnter your email address below to receive the latest news and analysts' ratings for WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund and its competitors with MarketBeat's FREE daily newsletter. 1/18/2024 Winch Advisory Services LLC10,469$496K0.2%+4.8%0.499% 11/9/2023Prime 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% 11/4/2023NBC Securities Inc.1,948$90K0.0%N/A0.093% 9/12/2023Farther Finance Advisors LLC1,010$47K0.0%-33.0%0.048% 8/15/2023Invenio Wealth Partners LLC7,388$345K0.4%N/A0.352% 5/16/2023Goodman 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% 1/20/2023Goodman Advisory Group LLC526$25K0.0%-95.6%0.000% 1/18/2023Webster 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% 10/17/2022Goodman Advisory Group LLC11,897$550K0.3%-21.3%0.000% 9/16/2022Private Trust Co. NA707$34K0.0%N/A0.000% 8/12/2022 Winch Advisory Services LLC6,417$305K0.1%+19.3%0.000% 8/12/2022Congress Wealth Management LLC DE 36,509$1.74M0.0%+1.8%0.000% 8/3/2022Goodman Advisory Group LLC15,123$720K0.3%N/A0.000% 7/12/2022Webster 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% 5/10/2021NewSquare Capital LLC4,880$249K0.0%+19.3%0.000% 5/3/2021 Winch Advisory Services LLC1,626$83K0.0%+545.2%0.000% 2/4/2021NewSquare Capital LLC4,090$210K0.0%+85.5%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), Webster Bank N. A. ($468K), Winch Advisory Services LLC ($462K), 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), Winch Advisory Services LLC ($576.00), and Farther Finance Advisors LLC ($497.00). How much institutional selling is happening at WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund? Institutional investors have sold a total of 13,413 shares in the last 24 months. This volume of shares sold represents approximately $622.81K in transactions. 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