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Get Institutions for : 
Wisdomtree Barclays Yield Enh Us Shortterm Agg Bond (SHAG)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 41    2
Total shares held : 
1,934,697  
% of shares held : 
74.41%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -7  
Amount of shares held : 
16,734  
% of shares held change : 
  0.64%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 969
 0.05%
 
Increased Positions :
10
 147,019
 7.6%
 
Unchanged Positions :
13
 106,857
 5.52%
 
Decreased Positions :
15
-112,619
-5.82%
 
Closed Positions :
5
-18,635
-0.96%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   RAYMOND JAMES & ASSOCIATES 2150 - 2024-03-31 42,185 $1,987,000 26,442
   HF Advisory Group LLC 88 - 2024-03-31 15,181 $715,000 1,263
   Winch Advisory Services LLC 57 - 2023-12-31 10,469 $496,000 484
   J P MORGAN CHASE & CO 3851 - 2024-03-31 8,595 $405,000 1,970
   NBC SECURITIES INC. 542 - 2024-03-31 7,588 $357,000 2,606
   WEBSTER BANK 173 - 2024-03-31 7,307 $344,000 1,098
   BANK OF NEW YORK MELLON CORP 3663 - 2024-03-31 6,441 $303,000 104
   MORGAN STANLEY 5472 - 2023-12-31 4,732 $224,000 279
   Farther Finance Advisors LLC 986 - 2023-12-31 1,223 $58,000 213

  9 Records found
  1    
  Page 1 of 1
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