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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
   Prime Capital Investment Advisors LLC - 2023-12-31 26,651 $1,262,000 0
   Team Financial Group LLC 47 - 2023-12-31 1,861 $88,000 0
   CITIGROUP INC 3885 - 2024-03-31 736 $35,000 0
   ROYAL BANK OF CANADA 5713 - 2023-12-31 285 $13,000 0
   FRANKLIN RESOURCES INC 2527 - 2023-12-31 200 $9,000 0
   HARBOUR INVESTMENTS INC. 2201 - 2023-12-31 165 $8,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 1389 - 2024-03-31 62 $3,000 0
   EPG Wealth Management LLC 437 - 2023-12-31 5 $0 0
   Larson Financial Group LLC 1630 - 2024-03-31 0 $0 0
   PROEQUITIES INC. 7661 - 2024-03-31 0 $0 0

  10 Records found
  1    
  Page 1 of 1
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