SHAG — WISDOMTREE TR

Ownership history in Advisory Services Network, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in WISDOMTREE TR (SHAG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 606 — 0% 0.00% $29K $47.13
2023 Q4 REDUCED 606 -1,064 -63.7% 0.00% $29K $43.02
2023 Q1 ADDED 1,670 +685 +69.5% 0.00% $79K $41.79
2022 Q4 INITIATED 985 — — 0.00% $46K —
% of Fund (quarterly)    SHAG price (monthly, adj. close)

Other funds also holding SHAG

As of 2025 Q4 — sorted by position size

ECLECTIC ASSOCIATES INC /ADV 3Y 0.64% HF Advisory Group, LLC 3Y 0.36% Insight Advisors, LLC/ PA 3Y 0.12% Winch Advisory Services, LLC 3Y 7Y 0.1% Herold Advisors, Inc. 3Y 0.06% WEBSTER BANK, N. A. 3Y 7Y 0.05% FLOW TRADERS U.S. LLC 3Y 7Y 0.04% Private Advisor Group, LLC 3Y 7Y 0.02% Prime Capital Investment Advisors, LLC 3Y 7Y 0.01% Trilogy Capital Inc. 3Y 7Y 0.01%
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