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

$47.44 +0.04 (+0.08%)
As of 05/29/2026 04:10 PM Eastern
Compare

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)
$910.37K
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$88.79K
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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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026 Bank of New York Mellon Corp7,337$349K0.0%+3.1%0.815%
4/30/2026 Winch Advisory Services LLC10,122$482K0.1%+2.6%1.125%
1/21/2026 Prime Capital Investment Advisors LLC17,027$818K0.0%-6.2%1.892%
11/17/2025 Flow Traders U.S. LLC18,494$887K0.0%N/A2.055%
11/5/2025 Prime Capital Investment Advisors LLC18,144$870K0.0%-2.6%2.016%
8/12/2025 JPMorgan Chase & Co.1,298$62K0.0%-16.5%0.144%
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%
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SHAG Institutional Ownership - Frequently Asked Questions

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 ($887K), Prime Capital Investment Advisors LLC ($818K), Webster Bank N. A. ($497K), Winch Advisory Services LLC ($482K), Bank of New York Mellon Corp ($349K), NBC Securities Inc. ($178K), and JPMorgan Chase & Co. ($62K).Learn more on WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund's institutional investors.

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 ($41.60K), NBC Securities Inc. ($5.32K), Webster Bank N. A. ($3.23K), Winch Advisory Services LLC ($260.00), and Bank of New York Mellon Corp ($224.00).

Institutional investors have bought a total of 18,978 shares in the last 24 months. This purchase volume represents approximately $910.37K in transactions.

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 ($1.59K), and JPMorgan Chase & Co. ($256.00).

Institutional investors have sold a total of 1,850 shares in the last 24 months. This volume of shares sold represents approximately $88.79K in transactions.


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This page (BATS:SHAG) was last updated on 5/30/2026 by MarketBeat.com Staff.
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