Who owns Wisdomtree Tr barclays yield?
- Ticker: SHAG
- CUSIP Number: 97717y808
Tip: Access positions for across all investors
Analyze quarterly positions in Wisdomtree Tr barclays yield with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Wisdomtree Tr barclays yield stock
Who bought or sold Wisdomtree Tr barclays yield this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Private Advisor | 88k | $4.2M | 5% | Dec 2023 |
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| ProVise Management Group | 64k | $3.0M | -7% | Dec 2023 |
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| Smartleaf Asset Management | 57k | $2.7M | 100% | Dec 2023 |
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| Kestra Advisory Services | 39k | $1.9M | -5% | Dec 2023 |
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| Bank of America Corporation | 33k | $1.6M | -33% | Dec 2023 |
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| Prime Capital Investment Advisors | 27k | $1.3M | 0% | Dec 2023 |
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| Jane Street | 24k | $1.1M | -71% | Dec 2023 |
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| Raymond James & Associates | 16k | $745k | 0% | Dec 2023 |
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| HF Advisory Group | 14k | $659k | -63% | Dec 2023 |
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| Wells Fargo & Company | 13k | $618k | 0% | Dec 2023 |
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| Insight Advisors, LLC/ PA | 11k | $528k | 0% | Dec 2023 |
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| Winch Advisory Services | 11k | $496k | 5% | Dec 2023 |
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| Wealthcare Advisory Partners | 10k | $489k | -3% | Mar 2024 |
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| Herold Advisors | 9.8k | $463k | 0% | Dec 2023 |
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| Trilogy Capital | 8.4k | $395k | -99% | Mar 2024 |
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| Nbc Securities | 7.6k | $357k | 52% | Mar 2024 |
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| Webster Bank, N. A. | 7.3k | $344k | 18% | Mar 2024 |
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| Jpmorgan Chase & Co | 6.6k | $314k | 61% | Dec 2023 |
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| Bank of New York Mellon | 6.3k | $300k | -1% | Dec 2023 |
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| Claro Advisors | 4.8k | $225k | -29% | Mar 2024 |
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| Invenio Wealth Partners | 4.4k | $206k | -23% | Dec 2023 |
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| Team Financial Group | 1.9k | $88k | 0% | Dec 2023 |
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| Farther Finance Advisors | 1.2k | $58k | 21% | Dec 2023 |
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| Citigroup | 736.00 | $35k | 0% | Dec 2023 |
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| Advisory Services Network | 606.00 | $29k | 100% | Dec 2023 |
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| Advisor Group Holdings | 440.00 | $21k | -85% | Dec 2023 |
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| DB Wealth Management Group | 363.00 | $17k | 100% | Dec 2023 |
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| Royal Bank of Canada | 285.00 | $13k | 0% | Dec 2023 |
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| Tidemark | 207.00 | $9.8k | 100% | Dec 2023 |
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| Franklin Resources | 200.00 | $9.5k | 0% | Dec 2023 |
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| Harbour Investments | 165.00 | $7.8k | 0% | Dec 2023 |
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| Creative Financial Designs | 62.00 | $2.9k | 0% | Dec 2023 |
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| UBS Group | 29.00 | $1.4k | -90% | Dec 2023 |
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| EPG Wealth Management | 5.00 | $235.000000 | 0% | Dec 2023 |
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Who sold out of Wisdomtree Tr barclays yield?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Sep 2023 | 11k | $484k |
| Strategic Financial Concepts | Sep 2023 | 4.7k | $220k |
| Nelson, Van Denburg & Campbell Wealth Management | Sep 2023 | 2.1k | $97k |