Winch Advisory Services, LLC
Position in SHAG — WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund
CIK 1585822
Appleton, WI
All Filings in SHAG
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SHAG | $481,604 | 10,122 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 SHAG | $473,671 | 9,862 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 SHAG | $468,092 | 9,757 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 SHAG | $463,429 | 9,681 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 SHAG | $455,770 | 9,575 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 SHAG | $461,749 | 9,782 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 SHAG | $482,168 | 10,050 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 SHAG | $486,214 | 10,358 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 SHAG | $479,574 | 10,184 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 SHAG | $495,550 | 10,469 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 SHAG | $462,145 | 9,985 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 SHAG | $404,795 | 8,681 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 SHAG | $414,388 | 8,785 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 SHAG | $386,806 | 8,289 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 SHAG | $357,180 | 7,724 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 SHAG | $305,320 | 6,417 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 SHAG | $260,676 | 5,377 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 SHAG | $271,090 | 5,366 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 SHAG | $122,066 | 2,393 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 SHAG | $105,286 | 2,060 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 SHAG | $82,885 | 1,626 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 SHAG | $12,965 | 252 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 SHAG | $12,886 | 250 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 SHAG | $12,828 | 249 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 SHAG | $12,427 | 248 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||