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

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$46.66
-0.01 (-0.02%)
(As of 04/24/2024 ET)
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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)
6
Total
Institutional Inflows
(last 12 months)
$996.77K
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$565.53K
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
1/18/2024Winch 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%
11/4/2023 NBC 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%
2/13/2023 Wealthcare 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%
1/18/2023 Webster 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%
8/12/2022 Congress 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%
7/12/2022 Webster Bank N. A.6,402$305K0.0%-19.0%0.000%
5/6/2022Retirement Group LLC512$25K0.0%-62.9%0.000%
2/4/2022Winch 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%
5/10/2021NewSquare Capital LLC4,880$249K0.0%+19.3%0.000%
5/3/2021Winch Advisory Services LLC1,626$83K0.0%+545.2%0.000%
2/4/2021NewSquare Capital LLC4,090$210K0.0%+85.5%0.000%
1/7/2021 Webster Bank N. A.6,492$334K0.0%-3.7%0.000%
11/4/2020NewSquare Capital LLC2,205$114K0.0%+114.1%0.000%
8/5/2020NewSquare Capital LLC1,030$53K0.0%N/A0.000%
7/9/2020 Webster Bank N. A.6,741$347K0.0%+19.4%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, 12 institutional investors and hedge funds held shares of WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund. The most heavily invested institutionals were Congress Wealth Management LLC DE ($1.74M), Prime Capital Investment Advisors LLC ($1.23M), Winch Advisory Services LLC ($496K), NBC Securities Inc. ($357K), Invenio Wealth Partners LLC ($345K), Webster Bank N. A. ($344K), 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?

Of the 9 institutional investors that purchased WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Goodman Advisory Group LLC ($15.85K), NBC Securities Inc. ($7.59K), Invenio Wealth Partners LLC ($7.39K), Winch Advisory Services LLC ($5.20K), Nelson Van Denburg & Campbell Wealth Management Group LLC ($2.18K), Webster Bank N. A. ($1.10K), and Private Trust Co. NA ($707.00).

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

Institutional investors have bought a total of 40,876 shares in the last 24 months. This purchase volume represents approximately $1.93M 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: Goodman Advisory Group LLC ($14.60K), Prime Capital Investment Advisors LLC ($11.72K), Webster Bank N. A. ($1.72K), Retirement Group LLC ($867.00), 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 29,395 shares in the last 24 months. This volume of shares sold represents approximately $1.37M in transactions.


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This page (BATS:SHAG) was last updated on 4/25/2024 by MarketBeat.com Staff

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