AE Wealth Management »

Wisdomtree Tr barclays yield shares owned by AE Wealth Management

Quarter-by-quarter ownership of Wisdomtree Tr barclays yield (SHAG) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Wisdomtree Tr barclays yield

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr barclays yield held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Tr barclays yield by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $1.1k 24 47.58
2024-12-31 $1.1k 24 47.21
2019-03-31 $575k 12k 49.69

More positions owned by AE Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Avantis Core Fi (AVIG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Broadcom (AVGO)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
JPMorgan Chase & Co. (JPM)

View all positions for AE Wealth Management

Top funds holding Wisdomtree Tr barclays yield

LPL Financial
Private Advisor
Jane Street
Susquehanna International
Citadel Advisors
Kestra Advisory Services
HF Advisory Group
Flow Traders US
Prime Capital Investment Advisors
Insight Advisors, LLC/ PA
Winch Advisory Services
Webster Bank, N. A.
Morgan Stanley
Herold Advisors
Bank of New York Mellon

View all funds holding Wisdomtree Tr barclays yield