Wsdmtree YLD En US St AggSHAGETF
13F holders, Q1 2025 (March 31)33holders +3
5new positions
2sold out
1famous investor
$47.60avg. 13F price*
At the end of Q1 2025, 33 institutions reported holding Wsdmtree YLD En US St Agg (SHAG) in their 13F filings, up 3 from Q4 2024. 5 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($6.4M), Bank of America Corp. ($2.9M) and Jane Street Group, LLC ($2.9M). 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 2025)
- CUSIP
- 97717Y808
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $319K |
| Exits | 2 | $73K |
All 13F filers, Q4 2024 → Q1 2025: 93,171 shares bought and 10,814 shares sold, net +82,357 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 33 holders
| LPL Financial LLC | 0.00% | Add +4.9% | 135,290 | $6.4M |
| Bank of America Corp. | 0.00% | Reduce -7.4% | 61,685 | $2.9M |
| Jane Street Group, LLC | 0.01% | Add +177.6% | 61,322 | $2.9M |
| Private Advisor Group, LLC | 0.02% | Add +11.5% | 59,007 | $2.8M |
| Citadel Advisors | 0.00% | Add +216.6% | 37,948 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -0.5% | 25,217 | $1.2M |
| HF Advisory Group, LLC | 0.44% | Add +5.0% | 20,958 | $998K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +2.6% | 18,662 | $888K |
| Insight Advisors, LLC/ PA | 0.14% | Add +30.3% | 16,241 | $773K |
| Webster Bank, N. A. | 0.06% | Add +1.8% | 10,720 | $510K |
| Morgan Stanley | 0.00% | Add +6.3% | 10,117 | $482K |
| Winch Advisory Services, LLC | 0.12% | Reduce -2.1% | 9,575 | $456K |
| Herold Advisors, Inc. | 0.08% | Reduce -12.1% | 7,229 | $344K |
| Bank of New York Mellon Corp | 0.00% | Add +0.1% | 6,462 | $308K |
| Flow Traders U.S. LLC | 0.01% | New | 6,251 | $298K |
| Trilogy Capital Inc. | 0.01% | Reduce -19.5% | 4,828 | $230K |
| Lanark Financial, Inc. | 0.02% | — | 3,748 | $178K |
| Wells Fargo & Company | 0.00% | Add +51.4% | 3,498 | $167K |
| Osaic Holdings, Inc. | 0.00% | Add +213.3% | 2,146 | $102K |
| JPMorgan Chase & Co. | 0.00% | Reduce -53.8% | 1,554 | $74K |
| Royal Bank of Canada | 0.00% | No change | 945 | $45K |
| Smartleaf Asset Management LLC | 0.00% | Add +36.1% | 883 | $42K |
| UBS Group AG | 0.00% | New | 387 | $18K |
| 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% | Reduce -13.5% | 64 | $3K |
| REAP Financial Group, LLC | 0.00% | New | 49 | $2K |
| AE Wealth Management LLC | 0.00% | No change | 24 | $1K |
| CoreCap Advisors, LLC | 0.00% | No change | 11 | $524 |
| Larson Financial Group LLC | 0.00% | No change | 4 | $174 |
| Smallwood Wealth Investment Management, LLC | 0.00% | New | 1 | $69 |
| FMR LLC | 0.00% | New | 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.