Free Trial

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

$47.60 -0.03 (-0.07%)
Closing price 03:58 PM Eastern
Extended Trading
$47.64 +0.05 (+0.10%)
As of 04:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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)
3
Total
Institutional Inflows
(last 12 months)
$1.51M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional 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.

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/9/2025 NBC Securities Inc.3,748$178K0.0%+41,544.4%0.416%
2/10/2025 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%
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%
(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, the following institutional investors and hedge funds held shares of WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund shares: Flow Traders U.S. LLC ($1.34M), Prime Capital Investment Advisors LLC ($990K), Webster Bank N. A. ($497K), Winch Advisory Services LLC ($462K), Invenio Wealth Partners LLC ($345K), and NBC Securities Inc. ($178K), and Farther Finance Advisors LLC ($48K).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. ($12.91K), Invenio Wealth Partners LLC ($7.39K), Webster Bank N. A. ($4.32K), and Winch Advisory Services LLC ($1.79K).

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

Institutional investors have bought a total of 49,513 shares in the last 24 months. This purchase volume represents approximately $2.35M 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.



This page (BATS:SHAG) was last updated on 5/22/2025 by MarketBeat.com Staff
From Our Partners