Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Wisdomtree Barclays Yield Enh Us Shortterm Agg Bond (SHAG)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
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  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   LPL FINANCIAL CORP 1681 - 2024-03-31 118,255 $5,569,000 -20,656
   PROVISE MANAGEMENT GROUP LLC 98 - 2024-03-31 61,354 $2,889,000 -2,781
   Kestra Advisory Services LLC 819 - 2023-12-31 39,374 $1,864,000 -2,050
   Private Advisor Group LLC 917 - 2024-03-31 33,845 $1,594,000 -54,377
   BANK OF AMERICA CORP /DE/ 3686 - 2023-12-31 33,302 $1,576,000 -16,580
   JANE STREET GROUP LLC 3062 - 2023-12-31 23,585 $1,116,000 -56,876
   Smartleaf Asset Management LLC 176 - 2024-03-31 11,213 $530,000 -45,621
   Insight Advisors LLC/ PA 158 - 2024-03-31 10,635 $501,000 -529
   Wealthcare Advisory Partners LLC 538 - 2024-03-31 10,376 $489,000 -331
   WELLS FARGO & CO/MN 3414 - 2024-03-31 10,198 $480,000 -2,867
   Herold Advisors Inc. 192 - 2024-03-31 9,297 $438,000 -478
   Trilogy Capital Inc. 224 - 2024-03-31 8,395 $395,000 -1,299,719
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4204 - 2024-03-31 5,594 $263,000 -8,631
   Claro Advisors LLC 371 - 2024-03-31 4,780 $225,000 -1,966
   MULTIFINANCIAL SECURITIES CORP 1579 - 2023-12-31 4,706 $223,000 -353
   Advisor Group Holdings Inc. 5630 - 2024-03-31 185 $9,000 -255
   UBS Group AG 6746 - 2023-12-31 29 $1,000 -248

  17 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results