Wsdmtree YLD En US St AggSHAGETF
13F holders, Q3 2024 (September 30)36holders −2
1new positions
4sold out
1famous investor
$47.97avg. 13F price*
At the end of Q3 2024, 36 institutions reported holding Wsdmtree YLD En US St Agg (SHAG) in their 13F filings, down 2 from Q2 2024. 1 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($6.2M), Jane Street Group, LLC ($4.6M) and Bank of America Corp. ($3.6M). 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 (Q3 2024)
- CUSIP
- 97717Y808
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $35K |
| Exits | 4 | $2.2M |
All 13F filers, Q2 2024 → Q3 2024: 51,959 shares bought and 93,219 shares sold, net −41,260 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 36 holders
| LPL Financial LLC | 0.00% | Add +4.6% | 129,180 | $6.2M |
| Jane Street Group, LLC | 0.01% | Add +0.9% | 96,203 | $4.6M |
| Bank of America Corp. | 0.00% | Add +13.4% | 74,214 | $3.6M |
| Private Advisor Group, LLC | 0.01% | Add +13.0% | 39,412 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -29.0% | 32,587 | $1.6M |
| Flow Traders U.S. LLC | 0.07% | Add +484.9% | 27,869 | $1.3M |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -2.9% | 20,634 | $990K |
| Citadel Advisors | 0.00% | Reduce -39.2% | 19,846 | $952K |
| HF Advisory Group, LLC | 0.41% | Add +4.2% | 18,208 | $874K |
| Insight Advisors, LLC/ PA | 0.10% | Add +8.5% | 12,401 | $595K |
| Winch Advisory Services, LLC | 0.13% | Reduce -3.0% | 10,050 | $482K |
| Webster Bank, N. A. | 0.05% | Add +5.7% | 9,759 | $468K |
| Susquehanna International Group, LLP | 0.00% | Reduce -36.8% | 9,691 | $465K |
| Morgan Stanley | 0.00% | Add +59.8% | 9,273 | $445K |
| Lanark Financial, Inc. | 0.04% | Add +20.9% | 9,171 | $439K |
| Smartleaf Asset Management LLC | 0.05% | Add +2.3% | 8,676 | $417K |
| Herold Advisors, Inc. | 0.09% | Reduce -9.6% | 8,222 | $394K |
| Bank of Montreal | 0.00% | Reduce -44.4% | 6,864 | $328K |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.1% | 6,440 | $309K |
| Cetera Investment Advisers | 0.00% | Add +0.3% | 6,410 | $308K |
| Trilogy Capital Inc. | 0.01% | Reduce -9.7% | 5,894 | $283K |
| ProVise Management Group, LLC | 0.02% | Reduce -46.1% | 5,819 | $279K |
| Wells Fargo & Company | 0.00% | Reduce -21.7% | 3,759 | $180K |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.2% | 3,390 | $163K |
| Osaic Holdings, Inc. | 0.00% | Add +8.7% | 1,859 | $89K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.2% | 1,230 | $59K |
| Royal Bank of Canada | 0.00% | Add +70.9% | 1,205 | $58K |
| Baldwin Wealth Partners LLC | 0.00% | New | 739 | $35K |
| UBS Group AG | 0.00% | Add +104.6% | 266 | $13K |
| Tidemark, LLC | 0.00% | No change | 207 | $10K |
| Franklin Resources Inc. | 0.00% | No change | 200 | $10K |
| Harbour Investments, Inc. | 0.00% | No change | 165 | $8K |
| Creative Financial Designs Inc. | 0.00% | No change | 38 | $2K |
| CoreCap Advisors, LLC | 0.00% | No change | 11 | $528 |
| Larson Financial Group LLC | 0.00% | No change | 6 | $267 |
| FMR LLC | 0.00% | No change | 1 | $48 |
"% 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.