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Wisdomtree Tr barclays yield shares owned by Planning Strategies

Quarter-by-quarter ownership of Wisdomtree Tr barclays yield (SHAG) shares owned by Planning Strategies from 13F filings

Historical chart of Planning Strategies investment in Wisdomtree Tr barclays yield

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr barclays yield by Planning Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $379 8 47.38

More positions owned by Planning Strategies

Vanguard Russell 1000 Growth Etf Etf (VONG)
Franklin International Low Volatility High Dividend Index Etf Etf (LVHI)
Ishares Core Dividend Growth Etf Etf (DGRO)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
T. Rowe Price Capital Appreciation Equity Etf Etf (TCAF)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Invesco S&p 100 Equal Weight Etf Etf (EQWL)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Nvidia Corporation Stock (NVDA)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Apple Stock (AAPL)
Jpmorgan Small & Mid Cap Enhanced Equity Etf Etf (JMEE)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)

View all positions for Planning Strategies

Top funds holding Wisdomtree Tr barclays yield

Bank of America Corporation
Eclectic Associates
LPL Financial
Private Advisor
Citadel Advisors
Columbia Advisory Partners
Jane Street
Susquehanna International
Advisor Group Holdings
HF Advisory Group
Insight Advisors, LLC/ PA
Kestra Advisory Services
Prime Capital Investment Advisors
Royal Bank of Canada
Webster Bank, N. A.

View all funds holding Wisdomtree Tr barclays yield