Wsdmtree YLD En US St AggSHAGETF
13F holders, Q4 2025 (December 31)30holders
2new positions
2sold out
1famous investor
$48.03avg. 13F price*
At the end of Q4 2025, 30 institutions reported holding Wsdmtree YLD En US St Agg (SHAG) in their 13F filings, unchanged from Q3 2025. 2 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($5.6M), Bank of America Corp. ($4.7M) and Eclectic Associates Inc. ($4.1M). 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 2025)
- CUSIP
- 97717Y808
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $4.1M |
| Exits | 2 | $31K |
All 13F filers, Q3 2025 → Q4 2025: 126,986 shares bought and 41,135 shares sold, net +85,851 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 30 holders
| LPL Financial LLC | 0.00% | Reduce -7.6% | 117,511 | $5.6M |
| Bank of America Corp. | 0.00% | Add +12.6% | 98,080 | $4.7M |
| Eclectic Associates Inc. | 0.64% | New | 85,916 | $4.1M |
| Private Advisor Group, LLC | 0.02% | Add +4.2% | 77,369 | $3.7M |
| Citadel Advisors | 0.00% | Add +32.2% | 63,190 | $3.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -16.0% | 48,332 | $2.3M |
| Jane Street Group, LLC | 0.00% | Reduce -23.8% | 45,947 | $2.2M |
| Flow Traders U.S. LLC | 0.04% | Add +46.1% | 27,022 | $1.3M |
| HF Advisory Group, LLC | 0.37% | Add +4.0% | 22,041 | $1.1M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -12.1% | 20,199 | $970K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -6.2% | 17,027 | $818K |
| Insight Advisors, LLC/ PA | 0.12% | Reduce -0.1% | 16,662 | $800K |
| Webster Bank, N. A. | 0.05% | Add +4.9% | 10,084 | $484K |
| Winch Advisory Services, LLC | 0.10% | Add +1.1% | 9,862 | $474K |
| Morgan Stanley | 0.00% | Reduce -4.3% | 7,498 | $360K |
| Bank of New York Mellon Corp | 0.00% | Add +6.2% | 7,113 | $342K |
| Herold Advisors, Inc. | 0.06% | Reduce -25.7% | 5,741 | $276K |
| Trilogy Capital Inc. | 0.01% | Reduce -2.2% | 4,535 | $218K |
| Osaic Holdings, Inc. | 0.00% | Reduce -10.2% | 4,407 | $212K |
| Lanark Financial, Inc. | 0.01% | Add +21.7% | 2,689 | $129K |
| Royal Bank of Canada | 0.00% | Reduce -6.7% | 1,797 | $87K |
| Smartleaf Asset Management LLC | 0.00% | Add +29.8% | 1,328 | $64K |
| JPMorgan Chase & Co. | 0.00% | Reduce -15.7% | 1,151 | $55K |
| Franklin Resources Inc. | 0.00% | No change | 800 | $38K |
| International Assets Investment Management, LLC | 0.00% | New | 416 | $20K |
| UBS Group AG | 0.00% | Add +10.9% | 112 | $5K |
| Creative Financial Designs Inc. | 0.00% | No change | 38 | $2K |
| 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% | No change | 1 | $41 |
"% 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.