Wsdmtree YLD En US St AggSHAGETF
13F holders, Q4 2024 (December 31)30holders −6
2new positions
8sold out
1famous investor
$47.20avg. 13F price*
At the end of Q4 2024, 30 institutions reported holding Wsdmtree YLD En US St Agg (SHAG) in their 13F filings, down 6 from Q3 2024. 2 opened new positions and 8 sold out. The largest holders were LPL Financial LLC ($6.1M), Bank of America Corp. ($3.1M) and Private Advisor Group, LLC ($2.5M). 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 (Q4 2024)
- CUSIP
- 97717Y808
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $26K |
| Exits | 8 | $2.8M |
All 13F filers, Q3 2024 → Q4 2024: 17,073 shares bought and 168,507 shares sold, net −151,434 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 30 holders
| LPL Financial LLC | 0.00% | Reduce -0.1% | 128,991 | $6.1M |
| Bank of America Corp. | 0.00% | Reduce -10.2% | 66,640 | $3.1M |
| Private Advisor Group, LLC | 0.01% | Add +34.3% | 52,940 | $2.5M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -22.2% | 25,347 | $1.2M |
| Jane Street Group, LLC | 0.00% | Reduce -77.0% | 22,093 | $1.0M |
| HF Advisory Group, LLC | 0.43% | Add +9.7% | 19,965 | $942K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -11.8% | 18,189 | $859K |
| Insight Advisors, LLC/ PA | 0.10% | Add +0.5% | 12,463 | $588K |
| Citadel Advisors | 0.00% | Reduce -39.6% | 11,985 | $566K |
| Webster Bank, N. A. | 0.05% | Add +7.9% | 10,533 | $497K |
| Winch Advisory Services, LLC | 0.12% | Reduce -2.7% | 9,782 | $462K |
| Morgan Stanley | 0.00% | Add +2.6% | 9,513 | $449K |
| Herold Advisors, Inc. | 0.08% | No change | 8,222 | $388K |
| Bank of New York Mellon Corp | 0.00% | Add +0.2% | 6,455 | $305K |
| Trilogy Capital Inc. | 0.01% | Add +1.7% | 5,996 | $283K |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.9% | 3,360 | $159K |
| Wells Fargo & Company | 0.00% | Reduce -38.5% | 2,311 | $109K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -17.9% | 1,010 | $48K |
| Royal Bank of Canada | 0.00% | Reduce -21.6% | 945 | $44K |
| Osaic Holdings, Inc. | 0.00% | Reduce -63.1% | 685 | $32K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -92.5% | 649 | $31K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 535 | $25K |
| 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 |
| Creative Financial Designs Inc. | 0.00% | Add +94.7% | 74 | $3K |
| AE Wealth Management LLC | 0.00% | New | 24 | $1K |
| CoreCap Advisors, LLC | 0.00% | No change | 11 | $519 |
| Lanark Financial, Inc. | 0.04% | — | 9 | $441 |
| Larson Financial Group LLC | 0.00% | Reduce -33.3% | 4 | $171 |
"% 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.