Wisdomtree Tr barclays yield shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Wisdomtree Tr barclays yield (SHAG) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Wisdomtree Tr barclays yield
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All positions including Wisdomtree Tr barclays yield held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wisdomtree Tr barclays yield by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $13k | 273 | 47.33 |
| 2021-09-30 | $893k | 18k | 51.00 |
| 2021-06-30 | $990k | 19k | 51.12 |
| 2021-03-31 | $674k | 13k | 50.99 |
| 2020-12-31 | $356k | 6.9k | 51.38 |
| 2020-09-30 | $331k | 6.4k | 51.60 |
| 2020-06-30 | $252k | 4.9k | 51.58 |
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