Wsdmtree YLD En US St AggSHAGETF
13F holders, Q2 2024 (June 30)38holders −1
1new positions
2sold out
1famous investor
$46.95avg. 13F price*
At the end of Q2 2024, 38 institutions reported holding Wsdmtree YLD En US St Agg (SHAG) in their 13F filings, down 1 from Q1 2024. 1 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($5.8M), Jane Street Group, LLC ($4.5M) and Bank of America Corp. ($3.1M). 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 (Q2 2024)
- CUSIP
- 97717Y808
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $47 |
| Exits | 2 | $260K |
All 13F filers, Q1 2024 → Q2 2024: 113,817 shares bought and 101,503 shares sold, net +12,314 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 38 holders
| LPL Financial LLC | 0.00% | Add +4.4% | 123,494 | $5.8M |
| Jane Street Group, LLC | 0.00% | Add +67.6% | 95,345 | $4.5M |
| Bank of America Corp. | 0.00% | Add +110.0% | 65,463 | $3.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +31.1% | 45,891 | $2.2M |
| Raymond James & Associates | 0.00% | Add +1.0% | 42,591 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Add +3.0% | 34,875 | $1.6M |
| Citadel Advisors | 0.00% | Add +21.5% | 32,619 | $1.5M |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -20.2% | 21,256 | $998K |
| HF Advisory Group, LLC | 0.42% | Add +15.1% | 17,472 | $820K |
| Susquehanna International Group, LLP | 0.00% | Add +173.9% | 15,322 | $719K |
| Bank of Montreal | 0.00% | Add +2.8% | 12,334 | $582K |
| Insight Advisors, LLC/ PA | 0.10% | Add +7.5% | 11,428 | $536K |
| ProVise Management Group, LLC | 0.04% | Reduce -82.4% | 10,788 | $506K |
| Winch Advisory Services, LLC | 0.14% | Add +1.7% | 10,358 | $486K |
| Webster Bank, N. A. | 0.05% | Add +26.4% | 9,237 | $434K |
| Herold Advisors, Inc. | 0.10% | Reduce -2.1% | 9,099 | $427K |
| Smartleaf Asset Management LLC | 0.07% | Reduce -24.4% | 8,481 | $399K |
| Lanark Financial, Inc. | 0.03% | Add +0.0% | 7,589 | $356K |
| Trilogy Capital Inc. | 0.02% | Reduce -22.2% | 6,530 | $307K |
| Bank of New York Mellon Corp | 0.00% | Add +0.0% | 6,443 | $302K |
| Cetera Investment Advisers | 0.00% | Reduce -13.9% | 6,392 | $300K |
| Morgan Stanley | 0.00% | Add +18.7% | 5,803 | $272K |
| Wells Fargo & Company | 0.00% | Reduce -52.9% | 4,799 | $225K |
| Flow Traders U.S. LLC | 0.01% | Reduce -79.0% | 4,765 | $224K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -54.5% | 4,716 | $221K |
| JPMorgan Chase & Co. | 0.00% | Reduce -58.8% | 3,538 | $166K |
| Osaic Holdings, Inc. | 0.00% | Add +824.3% | 1,710 | $80K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.2% | 1,227 | $58K |
| Royal Bank of Canada | 0.00% | Reduce -17.5% | 705 | $33K |
| Tidemark, LLC | 0.00% | No change | 207 | $10K |
| Franklin Resources Inc. | 0.00% | No change | 200 | $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 +34.0% | 130 | $6K |
| Creative Financial Designs Inc. | 0.00% | Reduce -38.7% | 38 | $2K |
| CoreCap Advisors, LLC | 0.00% | No change | 11 | $516 |
| Larson Financial Group LLC | 0.00% | Add +0.0% | 6 | $258 |
| FMR LLC | 0.00% | New | 1 | $47 |
"% 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.