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Wisdomtree Tr barclays yield shares owned by Prime Capital Investment Advisors

Quarter-by-quarter ownership of Wisdomtree Tr barclays yield (SHAG) shares owned by Prime Capital Investment Advisors from 13F filings

Historical chart of Prime Capital Investment Advisors investment in Wisdomtree Tr barclays yield

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr barclays yield held by Prime Capital Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr barclays yield by Prime Capital Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3M 27k 47.34
2023-09-30 $1.2M 27k 46.28
2023-06-30 $1.8M 38k 46.63

More positions owned by Prime Capital Investment Advisors

Vanguard Index Fds Total Stk Mkt Etf (VTI)
Invesco Qqq Tr Unit Ser 1 Etf (QQQ)
Spdr S&p 500 Etf Tr Tr Unit Etf (SPY)
Ishares Tr Us Treas Bd Etf Etf (GOVT)
Apple Stock (AAPL)
Schwab Strategic Tr Us Lrg Cap Etf Etf (SCHX)
Vanguard Index Fds S&p 500 Etf Etf (VOO)
Ishares Tr Core Us Aggbd Et Etf (AGG)
Microsoft Corp Stock (MSFT)
Ishares Tr Core S&p Ttl Stk Etf (ITOT)
Schwab Strategic Tr Intl Eqty Etf Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf Etf (SCHM)
Vanguard Index Fds Value Etf Etf (VTV)
Ishares Tr Sp Smcp600vl Etf Etf (IJS)
Vanguard Mun Bd Fds Tax Exempt Bd Etf (VTEB)

View all positions for Prime Capital Investment Advisors

Top funds holding Wisdomtree Tr barclays yield

ProVise Management Group
Smartleaf Asset Management
Raymond James & Associates
Kestra Advisory Services
Private Advisor
Bank of America Corporation
Prime Capital Investment Advisors
Jane Street
HF Advisory Group
Wells Fargo & Company
Insight Advisors, LLC/ PA
Winch Advisory Services
Wealthcare Advisory Partners
Herold Advisors
Trilogy Capital

View all funds holding Wisdomtree Tr barclays yield