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Wisdomtree Tr barclays yield shares owned by Smallwood Wealth Investment Management

Quarter-by-quarter ownership of Wisdomtree Tr barclays yield (SHAG) shares owned by Smallwood Wealth Investment Management from 13F filings

Historical chart of Smallwood Wealth Investment Management investment in Wisdomtree Tr barclays yield

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr barclays yield held by Smallwood Wealth Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr barclays yield by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $70 1 70.00
2025-06-30 $70 1 70.00
2025-03-31 $69 1 69.00

More positions owned by Smallwood Wealth Investment Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Intercontinental Exchange (ICE)
Ea Series Trust Freedom 100 Em (FRDM)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Capital Group Dividend Value Shs Creation Uni (CGDV)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Wisdomtree Tr Intl Equity Fd (DWM)
New York Life Invts Active E Nyli Mackay Mun (MMIT)
Vanguard World Energy Etf (VDE)
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)
Microsoft Corporation (MSFT)

View all positions for Smallwood Wealth Investment Management

Top funds holding Wisdomtree Tr barclays yield

LPL Financial
Private Advisor
Jane Street
Susquehanna International
Citadel Advisors
Kestra Advisory Services
HF Advisory Group
Flow Traders US
Prime Capital Investment Advisors
Insight Advisors, LLC/ PA
Winch Advisory Services
Webster Bank, N. A.
Morgan Stanley
Herold Advisors
Bank of New York Mellon

View all funds holding Wisdomtree Tr barclays yield