Wisdomtree Tr barclays yield shares owned by Herold Advisors
Quarter-by-quarter ownership of Wisdomtree Tr barclays yield (SHAG) shares owned by Herold Advisors
from 13F filings
Historical chart of Herold Advisors investment in Wisdomtree Tr barclays yield
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Quarterly reported holdings in Wisdomtree Tr barclays yield by Herold Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $371k | 7.7k | 47.98 |
| 2025-06-30 | $346k | 7.2k | 47.87 |
| 2025-03-31 | $344k | 7.2k | 47.60 |
| 2024-12-31 | $388k | 8.2k | 47.21 |
| 2024-09-30 | $395k | 8.2k | 47.98 |
| 2024-06-30 | $427k | 9.1k | 46.95 |
| 2024-03-31 | $438k | 9.3k | 47.10 |
| 2023-12-31 | $463k | 9.8k | 47.34 |
| 2023-09-30 | $452k | 9.8k | 46.29 |
| 2023-06-30 | $549k | 12k | 46.63 |
| 2023-03-31 | $307k | 6.5k | 47.17 |
| 2022-12-31 | $277k | 5.9k | 46.66 |