Wsdmtree YLD En US St AggSHAGETF
13F holders, Q2 2025 (June 30)30holders −3
1new positions
5sold out
1famous investor
$47.87avg. 13F price*
At the end of Q2 2025, 30 institutions reported holding Wsdmtree YLD En US St Agg (SHAG) in their 13F filings, down 3 from Q1 2025. 1 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($6.6M), Jane Street Group, LLC ($4.1M) and Bank of America Corp. ($3.5M). 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 (Q2 2025)
- CUSIP
- 97717Y808
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $4K |
| Exits | 5 | $319K |
All 13F filers, Q1 2025 → Q2 2025: 49,250 shares bought and 14,709 shares sold, net +34,541 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 30 holders
| LPL Financial LLC | 0.00% | Add +2.6% | 138,759 | $6.6M |
| Jane Street Group, LLC | 0.01% | Add +40.3% | 86,017 | $4.1M |
| Bank of America Corp. | 0.00% | Add +17.1% | 72,201 | $3.5M |
| Private Advisor Group, LLC | 0.02% | Add +8.0% | 63,747 | $3.1M |
| Citadel Advisors | 0.00% | Add +2.5% | 38,878 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -1.3% | 24,882 | $1.2M |
| HF Advisory Group, LLC | 0.38% | Reduce -3.8% | 20,172 | $966K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -0.2% | 18,621 | $891K |
| Insight Advisors, LLC/ PA | 0.13% | Add +0.3% | 16,290 | $780K |
| Webster Bank, N. A. | 0.06% | Add +5.8% | 11,345 | $543K |
| Winch Advisory Services, LLC | 0.11% | Add +1.1% | 9,681 | $463K |
| Morgan Stanley | 0.00% | Reduce -21.7% | 7,925 | $379K |
| Herold Advisors, Inc. | 0.07% | No change | 7,229 | $346K |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.2% | 6,450 | $309K |
| Osaic Holdings, Inc. | 0.00% | Add +153.7% | 5,445 | $261K |
| Trilogy Capital Inc. | 0.01% | Reduce -3.1% | 4,676 | $224K |
| Lanark Financial, Inc. | 0.01% | Reduce -24.8% | 2,820 | $134K |
| JPMorgan Chase & Co. | 0.00% | Reduce -16.5% | 1,298 | $62K |
| Royal Bank of Canada | 0.00% | Add +7.5% | 1,016 | $49K |
| Smartleaf Asset Management LLC | 0.00% | Add +6.5% | 940 | $45K |
| Franklin Resources Inc. | 0.00% | Add +300.0% | 800 | $38K |
| Wells Fargo & Company | 0.00% | Reduce -84.1% | 555 | $27K |
| Raymond James Financial Inc. | 0.00% | New | 93 | $4K |
| UBS Group AG | 0.00% | Reduce -88.4% | 45 | $2K |
| Creative Financial Designs Inc. | 0.00% | Reduce -40.6% | 38 | $2K |
| Evolution Wealth Management Inc. | 0.00% | — | 30 | $1K |
| CoreCap Advisors, LLC | 0.00% | No change | 11 | $527 |
| Larson Financial Group LLC | 0.00% | No change | 4 | $177 |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 1 | $70 |
| 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.