Wisdomtree Tr barclays yield shares owned by ProVise Management Group
Quarter-by-quarter ownership of Wisdomtree Tr barclays yield (SHAG) shares owned by ProVise Management Group
from 13F filings
Historical chart of ProVise Management Group investment in Wisdomtree Tr barclays yield
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All positions including Wisdomtree Tr barclays yield held by ProVise Management Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wisdomtree Tr barclays yield by ProVise Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.0M | 64k | 47.34 |
| 2023-09-30 | $3.2M | 69k | 46.28 |
| 2023-06-30 | $3.4M | 71k | 47.17 |
| 2023-03-31 | $3.4M | 71k | 47.17 |
| 2022-12-31 | $3.5M | 75k | 46.67 |
| 2022-09-30 | $3.6M | 79k | 46.24 |
| 2022-06-30 | $3.8M | 79k | 47.58 |
| 2022-03-31 | $3.9M | 80k | 48.48 |
| 2021-12-31 | $4.7M | 94k | 50.52 |
| 2021-09-30 | $4.8M | 94k | 51.01 |
| 2021-06-30 | $4.9M | 95k | 51.11 |
| 2021-03-31 | $4.9M | 96k | 50.98 |
| 2020-12-31 | $5.0M | 96k | 51.45 |
| 2020-09-30 | $4.4M | 85k | 51.55 |
| 2020-06-30 | $2.3M | 44k | 51.51 |
| 2020-03-31 | $1.1M | 21k | 50.12 |
| 2019-12-31 | $802k | 16k | 50.34 |
| 2019-09-30 | $764k | 15k | 50.36 |
| 2019-06-30 | $1.2M | 24k | 50.27 |