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Wisdomtree Tr barclays yield shares owned by Western Wealth Management

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

Historical chart of Western Wealth 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 Western Wealth 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 Western Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $32k 669 47.57

More positions owned by Western Wealth Management

Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYM)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Microsoft Corporation (MSFT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Amazon (AMZN)
Spdr Series Trust State Street Spd (SPYG)
First Tr Exchange Traded Smid Risng Etf (SDVY)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p500 Etf (IVV)
Broadcom (AVGO)
Spdr Series Trust State Street Spd (SPYV)

View all positions for Western Wealth Management

Top funds holding Wisdomtree Tr barclays yield

Bank of America Corporation
Private Advisor
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Columbia Advisory Partners
Susquehanna International
Citadel Advisors
Jane Street
Flow Traders US
HF Advisory Group
Kestra Advisory Services
Prime Capital Investment Advisors
Insight Advisors, LLC/ PA
Webster Bank, N. A.
Winch Advisory Services

View all funds holding Wisdomtree Tr barclays yield