Wsdmtree YLD En US St AggSHAGETF
13F holders, Q1 2024 (March 31)39holders
1famous investor
$47.09avg. 13F price*
At the end of Q1 2024, 39 institutions reported holding Wsdmtree YLD En US St Agg (SHAG) in their 13F filings. The largest holders were LPL Financial LLC ($5.6M), ProVise Management Group, LLC ($2.9M) and Jane Street Group, LLC ($2.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Wsdmtree YLD En US St Agg
- Filed as
- WISDOMTREE TR (Q1 2024)
- CUSIP
- 97717Y808
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $3.2M |
| Exits | 3 | $323K |
Ownership 39 holders
| LPL Financial LLC | 0.00% | Reduce -14.9% | 118,255 | $5.6M |
| ProVise Management Group, LLC | 0.25% | Reduce -4.3% | 61,354 | $2.9M |
| Jane Street Group, LLC | 0.00% | Add +141.2% | 56,881 | $2.7M |
| Raymond James & Associates | 0.00% | Add +168.0% | 42,185 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -11.1% | 35,019 | $1.6M |
| Private Advisor Group, LLC | 0.01% | Reduce -61.6% | 33,845 | $1.6M |
| Bank of America Corp. | 0.00% | Reduce -6.4% | 31,165 | $1.5M |
| Citadel Advisors | 0.00% | New | 26,846 | $1.3M |
| Prime Capital Investment Advisors, LLC | 0.02% | No change | 26,651 | $1.3M |
| Flow Traders U.S. LLC | 0.06% | New | 22,669 | $1.1M |
| HF Advisory Group, LLC | 0.40% | Add +9.1% | 15,181 | $715K |
| Bank of Montreal | 0.00% | New | 12,000 | $566K |
| Smartleaf Asset Management LLC | 0.10% | Reduce -80.3% | 11,213 | $528K |
| Insight Advisors, LLC/ PA | 0.10% | Reduce -4.7% | 10,635 | $501K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -3.1% | 10,376 | $489K |
| Wells Fargo & Company | 0.00% | Reduce -21.9% | 10,198 | $480K |
| Winch Advisory Services, LLC | 0.15% | Reduce -2.7% | 10,184 | $480K |
| Herold Advisors, Inc. | 0.11% | Reduce -4.9% | 9,297 | $438K |
| JPMorgan Chase & Co. | 0.00% | Add +29.7% | 8,595 | $405K |
| Trilogy Capital Inc. | 0.02% | Reduce -99.4% | 8,395 | $395K |
| Lanark Financial, Inc. | 0.03% | Add +52.3% | 7,588 | $357K |
| Cetera Investment Advisers | 0.00% | New | 7,424 | $350K |
| Webster Bank, N. A. | 0.04% | Add +17.7% | 7,307 | $344K |
| Bank of New York Mellon Corp | 0.00% | Add +1.6% | 6,441 | $303K |
| Susquehanna International Group, LLP | 0.00% | Reduce -60.7% | 5,594 | $263K |
| Morgan Stanley | 0.00% | Add +3.3% | 4,888 | $230K |
| Claro Advisors Inc. | 0.04% | Reduce -29.1% | 4,780 | $225K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.2% | 1,225 | $58K |
| Royal Bank of Canada | 0.00% | Add +200.0% | 855 | $40K |
| Citigroup Inc. | 0.00% | No change | 736 | $35K |
| Tidemark, LLC | 0.01% | No change | 207 | $10K |
| Franklin Resources Inc. | 0.00% | No change | 200 | $9K |
| Osaic Holdings, Inc. | 0.00% | Reduce -58.0% | 185 | $9K |
| Harbour Investments, Inc. | 0.00% | No change | 165 | $8K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 131 | $6K |
| UBS Group AG | 0.00% | Add +234.5% | 97 | $5K |
| Creative Financial Designs Inc. | 0.00% | No change | 62 | $3K |
| CoreCap Advisors, LLC | 0.00% | New | 11 | $518 |
| EPG Wealth Management LLC | 0.00% | No change | 5 | $235 |
"% of holder's portfolio" is SHAG's weight in each manager's 13F, not the share of Wsdmtree YLD En US St Agg the manager owns.