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

$47.70 +0.17 (+0.35%)
As of 07/3/2025 01:04 PM Eastern
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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
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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
4/9/2025NBC Securities Inc.3,748$178K0.0%+41,544.4%0.416%
2/10/2025Farther Finance Advisors LLC1,010$48K0.0%-17.9%0.126%
1/22/2025Webster Bank N. A.10,533$497K0.1%+7.9%1.317%
1/14/2025Winch 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%
10/21/2024Winch 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%
1/18/2024Winch 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%
11/6/2023Winch 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%
5/10/2023Nelson Van Denburg & Campbell Wealth Management Group LLC2,183$103K0.0%N/A0.099%
5/10/2023Winch Advisory Services LLC8,785$414K0.2%+6.0%0.399%
2/13/2023Wealthcare Advisory Partners LLC5,344$249K0.0%+4.3%0.000%
1/26/2023Winch 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%
10/31/2022Winch 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%
8/12/2022Winch 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%
2/4/2022Winch Advisory Services LLC5,366$271K0.1%+124.2%0.000%
11/10/2021Winch Advisory Services LLC2,393$122K0.0%+16.2%0.000%
8/5/2021Winch Advisory Services LLC2,060$105K0.0%+26.7%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, 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 WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund's institutional investors.

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

The following institutional investors have purchased WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund's 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 31,651 shares in the last 24 months. This purchase volume represents approximately $1.51M in transactions.

Which of WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund's 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 ($622.00), Winch Advisory Services LLC ($576.00), and Farther Finance Advisors LLC ($220.00).

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

Institutional investors have sold a total of 1,418 shares in the last 24 months. This volume of shares sold represents approximately $67.67K in transactions.



This page (BATS:SHAG) was last updated on 7/6/2025 by MarketBeat.com Staff
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