Wsdmtree YLD En US St AggSHAGETF
13F holders, Q3 2025 (September 30)30holders
3new positions
3sold out
1famous investor
$47.98avg. 13F price*
At the end of Q3 2025, 30 institutions reported holding Wsdmtree YLD En US St Agg (SHAG) in their 13F filings, unchanged from Q2 2025. 3 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($6.1M), Bank of America Corp. ($4.2M) and Private Advisor Group, LLC ($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 2025)
- CUSIP
- 97717Y808
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $3.7M |
| Exits | 3 | $5K |
All 13F filers, Q2 2025 → Q3 2025: 114,336 shares bought and 43,277 shares sold, net +71,059 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 30 holders
| LPL Financial LLC | 0.00% | Reduce -8.3% | 127,207 | $6.1M |
| Bank of America Corp. | 0.00% | Add +20.7% | 87,121 | $4.2M |
| Private Advisor Group, LLC | 0.02% | Add +16.4% | 74,230 | $3.6M |
| Jane Street Group, LLC | 0.00% | Reduce -29.9% | 60,329 | $2.9M |
| Susquehanna International Group, LLP | 0.00% | New | 57,560 | $2.8M |
| Citadel Advisors | 0.00% | Add +22.9% | 47,788 | $2.3M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -7.6% | 22,985 | $1.1M |
| HF Advisory Group, LLC | 0.37% | Add +5.1% | 21,203 | $1.0M |
| Flow Traders U.S. LLC | 0.04% | New | 18,494 | $887K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -2.6% | 18,144 | $870K |
| Insight Advisors, LLC/ PA | 0.12% | Add +2.4% | 16,681 | $800K |
| Winch Advisory Services, LLC | 0.11% | Add +0.8% | 9,757 | $468K |
| Webster Bank, N. A. | 0.04% | Reduce -15.3% | 9,611 | $461K |
| Morgan Stanley | 0.00% | Reduce -1.1% | 7,835 | $376K |
| Herold Advisors, Inc. | 0.09% | Add +6.9% | 7,729 | $371K |
| Bank of New York Mellon Corp | 0.00% | Add +3.8% | 6,698 | $321K |
| Osaic Holdings, Inc. | 0.00% | Reduce -9.9% | 4,907 | $235K |
| Trilogy Capital Inc. | 0.01% | Reduce -0.8% | 4,637 | $222K |
| Lanark Financial, Inc. | 0.01% | Reduce -21.6% | 2,210 | $106K |
| Royal Bank of Canada | 0.00% | Add +89.6% | 1,926 | $93K |
| JPMorgan Chase & Co. | 0.00% | Add +5.2% | 1,366 | $66K |
| Smartleaf Asset Management LLC | 0.00% | Add +8.8% | 1,023 | $49K |
| Franklin Resources Inc. | 0.00% | No change | 800 | $38K |
| Advisory Services Network, LLC | 0.00% | New | 606 | $29K |
| UBS Group AG | 0.00% | Add +124.4% | 101 | $5K |
| Creative Financial Designs Inc. | 0.00% | No change | 38 | $2K |
| Evolution Wealth Management Inc. | 0.00% | No change | 30 | $1K |
| CoreCap Advisors, LLC | 0.00% | No change | 11 | $528 |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 1 | $70 |
| Wells Fargo & Company | 0.00% | Reduce -99.8% | 1 | $59 |
"% 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.