WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund (SHAG) Institutional Ownership $47.46 +0.11 (+0.23%) As of 02/21/2025 04:00 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)$1.51MNumber ofInstitutional Sellers(last 12 months)3TotalInstitutional Outflows(last 12 months)$67.67K 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 CompanyDetails2/10/2025 Farther Finance Advisors LLC1,010$48K0.0%-17.9%0.126% 1/22/2025 Webster Bank N. A.10,533$497K0.1%+7.9%1.317% 1/14/2025 Winch Advisory Services LLC9,782$462K0.1%-2.7%1.223% 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% 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. 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% (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, 9 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. ($497K), Winch Advisory Services LLC ($462K), NBC Securities Inc. ($439K), Invenio Wealth Partners LLC ($345K), and Nelson Van Denburg & Campbell Wealth Management Group LLC ($103K).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. ($4.32K), Winch Advisory Services LLC ($2.28K), 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 49,184 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), Farther Finance Advisors LLC ($717.00), and Winch Advisory Services LLC ($576.00). How much institutional selling is happening at WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund? Institutional investors have sold a total of 13,633 shares in the last 24 months. This volume of shares sold represents approximately $633.20K in transactions. Related Companies BBCB Institutional Ownership LQDB Institutional Ownership OVB Institutional Ownership ARCM Institutional Ownership OVT Institutional Ownership MNBD Institutional Ownership XFIX Institutional Ownership FCBD Institutional Ownership WTBN Institutional Ownership CATF Institutional Ownership This page (BATS:SHAG) was last updated on 2/22/2025 by MarketBeat.com Staff From Our PartnersElon’s “New Gold”MIT scientists just developed a brand-new metal… A metal that’s shaping up to be, not only the biggest brea...True Market Insiders | SponsoredAmerica cannot power AIThere’s a fatal flaw at the heart of the AI revolution… With AI continuing to explode in popularity, tech c...Porter & Company | SponsoredCollect $7k per month from Tesla’s SECRET dividendTesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...Investors Alley | SponsoredBuy this AI Stock Before Elon’s AnnouncementWith Trump back in office, xAI is primed to become the leader in generative AI, leaving competitors in the dus...InvestorPlace | SponsoredElon Social Security shock?“A Maniacal Sense of Urgency” We could be just days away from Elon Musk launching his next big venture. One...Altimetry | SponsoredCritical ‘Buy Now’ Alert on My Favorite Stock!My absolute favorite stock just hit a critical "buy now" trigger price.Behind the Markets | SponsoredThree new patents reveal Elon and Trump’s secret “Project America”Right now for a limited time… You can get Tim Bohen’s top 5 Trump stocks for 2025… For only ONE DOLLAR!...Timothy Sykes | SponsoredNvidia > DeepSeekEveryone's getting it all wrong … Sure, DeepSeek's reveal caused AI stocks to tumble … But, in the long ...Weiss Ratings | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund Please log in to your account or sign up in order to add this asset to your watchlist. Share WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
